Episode Description:

In this episode of Accreditation Made Easy, Areaka Jewell explains how the Export Assessment feature in PowerDMS gives you more than just a pile of files. Discover how it packages each standard’s attachments into a PDF with a hyperlinked table of contents and highlights intact, creating a true snapshot of your assessment. Learn when this feature is most useful, the step-by-step process to export, and important reminders about time limits and known bugs.

Timestamps:

0:00 - Welcome to Accreditation Made Easy with Areaka Jewell

0:43 - Introducing the Export Assessment feature

1:20 - Attachments packaged into PDFs with hyperlinked TOC and highlights

1:59 - When exporting is useful: backups, references, sharing examples

2:34 - How to share files from your export

3:04 - Step-by-step instructions to export an assessment

3:53 - How notifications are delivered in PowerDMS and email

4:17 - Reminders: 7-day time limit and replacing exports

4:44 - Current bug causing exports not to generate

5:14 - Why exporting is a game changer for peace of mind and training

5:34 - Closing thoughts and encouragement

Companion document to download: Exporting Assessments in PowerDMS

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Episode Description:

In this episode of Accreditation Made Easy, Areaka Jewell explains why vague assessment names like “CFA Assessment” or “Reaccred 2026” slow assessors down—and how using your actual cycle dates in the assessment name keeps everyone on the same page. You’ll hear the exact steps to update the Assessment Name field in PowerDMS, a quick formatting tip to make dates stand out, and what to do if you’re starting a brand-new assessment.

Timestamps:

0:00 – Welcome to Accreditation Made Easy with Areaka Jewell

0:43 – Why vague assessment names slow assessors

1:18 – Why clear names matter long-term

2:32 – Assessors distracted by missing cycle dates

2:57 – The fix: use cycle dates as the assessment name

3:32 – Benefits of cycle dates displayed across PowerDMS

3:56 – Step-by-step: updating the Assessment Name field

5:17 – Bonus tip: using formatted text with fsymbols.com

5:48 – If starting a brand-new assessment, steps are the same

6:28 – Reference to Helpful Tip: Update Manual After

6:56 – Companion document mentioned

7:23 – Final takeaway: small tweak, big impact

Companion document: Naming Assessments in PowerDMS

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Episode Summary:

Few things can derail an assessment faster than assessors stuck at the login screen on Day One. In this episode, Areaka Jewell breaks down the two main options in PowerDMS for setting up assessor logins. You’ll learn the pros, cons, and nuances of each method, plus how recent system changes impact password setup. Most importantly, you’ll walk away with simple, practical tips to ensure assessors can log in smoothly and your assessment starts off stress-free.

Timestamps:

0:43 – The Day One panic when assessors can’t log in

1:12 – Today’s focus: assessor login options in PowerDMS

1:58 – Option One: agency-created credentials and the new forced password reset

2:51 – How to reset the password cleanly for assessors

3:49 – Option Two: assessor-created credentials via Welcome Email

4:13 – The benefit of assessors managing their own passwords

4:59 – Timing matters when granting rights

5:22 – Using pre-read packets to test access and share materials

5:50 – The drawback: you can’t see what assessors see with the Welcome Email option

6:18 – Pro tip: test, test, and confirm

7:07 – Wrap-up: preparation matters more than the option you choose

Resources & Links:

📄 Companion Document: Assessor Login Options

🎧 Related Episode: #30: POV: Assessor Access Made Simple

Connect with Areaka

🙋‍♀️ Digital Business Card

🌐 Website

🔗 LinkedIn

📘 Facebook

Know someone doing great things in the accreditation world—or want to share your own insights? We’re always looking for experienced Accreditation Managers, assessors, and change-makers to join us on the podcast. Sign up to be a guest or share with a colleague