Know Your Dashboard

Modified on Fri, 21 Oct, 2022 at 11:55 AM

Once successfully logged in, you will be brought to the Assessments page. The view of the dashboard depends on the Assessment specific user role. The dashboard view consists of four panels appearing based on the role of the user.

  • Unpublished
  • Published
  • Scheduled
  • Assigned


Panel / RolePublisherManager / Sub-managerAnalystParticipant
UnpublishedEdit


PublishedEditEditView Analytics

ScheduledEditEditRead
AssignedEditRespondRespond Respond

Unpublished Panel

Publishers and Managers can begin creating an assessment by clicking the Create New Assessment link on the side panel. This panel also lists assessments that have been created but not yet published.


Published Panel

The Published Panel shows the assessments published by the Administrator and the Publisher with other details like the name of the assessment, reporting period, due date, number of participants, and all the actions that can be performed against an assessment.



Action
Description
Manage Columns

The Manage Columns action allows filtering columns individually within the Published Panel.
Manage Assessment
The Manage Assessment action opens a wide range of options to manage the life cycle of the assessment. Publisher and Manager roles can perform this action.
Close Assessment

The Close action applies Read Only restrictions on the selected assessment, i.e., Participants cannot edit or submit the responses. This action can be undone. Users with Publisher and Manager roles can perform this action.
AnalyticsView Analytics of the selected assessment.
ReportsThe Reports action helps to download reports like Participants’ response Benchmarks, Assessment progress status, and assessment response status.
Cancel Assessment
The Cancel action makes an assessment unavailable to all the participants from the list of assessments in the Assigned panel.
Clone        The Clone action allows for cloning an assessment with options to include the participant responses, questions assigned, and input types.

Scheduled Panel


The scheduled panel shows Assessments that will be published in the future. The 'Edit Assessment' action allows the Publisher or Manager to make modifications to the Assessment. The 'Delete Assessment' action Allows the Publisher or Manager to remove the assessment (the 'Delete Assessment' action is irreversible).



Assigned Panel 

The assigned panel shows the assessment assigned to the participants and managers. In the actions column, a participant can Submit, Edit, View, and Request to Reopen an Assessment Response. Users can also view Analytics for any select assessment through the dashboard.



Actions
Description
Request to reopen AssessmentThe participant can use this action to request that a completed assessment is re-opened. Once a request is submitted, the Publisher or Manager will be notified and given the option to reopen the completed assessment. If the Assessment is reopened, its status will be set back to 'In Progress' and the participant can update their responses and inputs.
View AnalyticsParticipants can view analytics, download reports, and apply filter(s) on the assessment data set.
View Assessment ResponsesView the submitted assessment response.
View In Progress ResponsesView the saved responses of an in-progress assessment.


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