> ## Documentation Index
> Fetch the complete documentation index at: https://docs.programmeinsights.co.uk/llms.txt
> Use this file to discover all available pages before exploring further.

# The Assessment Summary

> Prepare and review the summary page -- the single view you send to an SRO to communicate assessment outcomes.

## Before you start

* The assessment must be in **Complete** or **Reviewing** status.
* You need **Reviewer** or **Admin** role to edit the summary. Read-only users can view but not modify.
* At least one assessment run must have finished for the summary to populate.

## Steps

1. **Open the Summary page.** From the sidebar, click **Summary**. The page renders in a paper-style layout designed for executive consumption.
   \[screenshot: 07-summary.png]

2. **Read the Delivery Confidence Assessment (DCA).** The summary opens with the DCA rating -- a five-tier scale aligned to IPA methodology:

   | Rating          | Meaning                                                                                   |
   | --------------- | ----------------------------------------------------------------------------------------- |
   | **Green**       | Successful delivery to time, cost, and quality appears highly likely.                     |
   | **Amber-Green** | Successful delivery appears probable; no major outstanding issues.                        |
   | **Amber**       | Successful delivery appears feasible but significant issues require management attention. |
   | **Amber-Red**   | Successful delivery is in doubt, with major risks or issues in a number of key areas.     |
   | **Red**         | Successful delivery appears to be unachievable; intervention required.                    |

3. **Check the trend indicator.** Next to the DCA rating, a trend arrow shows the direction of travel compared to previous assessment runs:
   * Arrow up -- improving.
   * Flat -- stable.
   * Arrow down -- deteriorating.

4. **Review headline numbers.** Below the DCA, headline metrics summarise the assessment at a glance: total findings, RED/AMBER/GREEN distribution, evidence coverage percentage, and review completion.

5. **Read the executive narrative.** The AI-generated narrative synthesises the assessment into a concise briefing. It highlights the most significant findings, explains the DCA rationale, and flags areas needing immediate attention.

6. **Examine the five-case waterfall.** The summary breaks down assessment results across the five-case model:

   * **Strategic Case** -- is there a compelling case for change?
   * **Economic Case** -- does the preferred option offer best public value?
   * **Commercial Case** -- is the deal achievable and attractive to the market?
   * **Financial Case** -- is the spending proposal affordable?
   * **Management Case** -- can the proposal be delivered successfully?

   Each case shows its own RAG rating and key findings.

7. **Review top findings needing attention.** A prioritised list surfaces the findings with the greatest impact on the DCA rating. These are the items that, if addressed, would most improve delivery confidence.

8. **Check asks of the SRO.** The summary concludes with specific asks -- decisions or actions the SRO is being asked to take, derived from the assessment's most critical findings.

9. **Use the Composer pane.** The right-hand Composer pane lets you control what appears in the summary:
   * **Include toggles** -- show or hide individual sections (e.g. five-case breakdown, top findings).
   * **Metadata** -- edit assessment title, date, and attribution.
   * **Export options** -- generate PDF, DOCX, or PPTX from the summary (see [guide 10](/sops/10-reports-export)).

10. **Share the summary.** Use the export options to produce a document suitable for the SRO. The paper-style layout is designed to print cleanly and render well in PDF.

## What happens next

* Export a formal report: [Reports & Export](/sops/10-reports-export).
* Drill into the findings behind the summary: [Understanding Results](/sops/06-results).
* Compare this summary against previous versions: [Compare Versions](/sops/15-compare-versions).

## Common questions

**Q: Who determines the DCA rating -- the AI or the reviewer?**
A: The AI proposes a DCA based on the evidence analysis. Reviewers can override it if their professional judgement differs. The final DCA is the reviewer-confirmed value, and any override is recorded for audit.

**Q: What is the five-case waterfall?**
A: It is the HM Treasury Green Book framework for appraising spending proposals. Programme Insights maps framework criteria to the five cases so SROs receive a familiar structure aligned to government assurance practice.

**Q: Can I edit the executive narrative?**
A: Yes. The narrative is AI-generated but fully editable. Changes are saved against this assessment version. If you regenerate the summary, your edits are replaced -- save a copy first if needed.