User has to follow the below steps :-


1. Define Assessment

2. Select Question Template 

3. Select Participants 

4. Assign Questions to Participants  

5. Assign Coordinators  

6. Publish Assessment 



1. Define Assessment


User has to provide basic information regarding the Assessment i.e Title, Type, Description, Sponsor, Reporting Period, Assessment Options under this section. Certain information are mandatory for the creation of an assessment. 


Field Name
Mandatory (Y / N)
Description
Title
Y
The title of the assessment is mentioned.
Type
Y
Type of assessment:
  • Maturity Analysis 
Description
Y
A description about the assessment.
Sponsor
N
Sponsor is the license provider, which shows under whose authority the assessment is created. By default it is name of the license, It can be name of a person (who is sponsoring this assessment), organization name etc.
Reporting Period
Y
Reporting period should indicate the reporting frequency (weekly Wx, monthly Mx, quarterly Qx, annually, Bi-annually Bx) and provide the specific instance using full years.
Assessment Options
N
There are four assessment options:
  • Responding to all questions is mandatory
    • Submit is not allowed if all questions are not answered
  • Skip Score is a valid response? 
    • This option appears if Responding to all questions is mandatory is set to Yes
    • Participants will be allowed to skip a response
  • Allow additional inputs from participants to support the scoring? 
    • Inputs can be free form text, date, number, money and the valid types [PS List] are maintained at License, QT &  Assessment Level
  • Assign sub manager(s) for participants? 
    • Sub Manager(s) will be able to manage only a set of participant(s) which you assign to them



2. Select Question Template

 A Question Template is selected for an assessment. To see the Template click on 'Preview' icon which shows its name, summary, structure (Category, Component & Capability) and the set of questions accordingly. If a new question template has to be created for the Assessment, it can be done through Manage Question Template feature in the Admin section.




   Manage PS list : The PS input types can be defined at the assessment level. This feature can be allowed at the define assessment section in the assessment option settings. Users can choose to make the Input mandatory for some preferred scoring levels. Making an input mandatory lead to fill the input compulsory while submitting the response. 

3. Select Participants

In this panel, there are two sections. The top section shows the selected users to act as a participant and the bottom section shows the users that can be selected as participants for the assessment. The below screenshot shows the details of the features.


ActionsDescription
Add New Profile
A new profiles can be added by giving its name that should be unique (Location, Role are on the basis of profile universe of a license).
Remove Profile 
An added profile can be removed by the 'Remove' icon.
View By
Admin can filter assessment participants based on their organisation structure & taxonomy participant group through this menu. 
Add Existing User
By clicking on this icon an existing user will be selected as a participant for the Assessment.
Add User in Bulk
Users can be added in bulk by selecting users and then clicking on the 'Add users in Bulk' icon.


Now in this section, by clicking on a particular user, shows its profile name and other related details. A participant can be linked to different users by selecting the Link Users feature.




4. Assign Questions to Participants

In this section questions are assigned to the participants. By default all the questions are assigned to all the participants. But the questions that are to be assigned can be customized as well.


In the below screenshot, participant "Pellustro support" can be assigned questions based on levels. There are three levels:-

  • level 1 - Category
  • level 2 - Component
  • level 3 - Capability


On level 1 categories are assigned to the participant, selecting a category will assign all the questions that are there in a particular category. On Level 2 components are assigned to the participants, selecting a component will assign all the questions that are there in a particular component. And at level 3 participants are assigned the questions directly.


Manage Assignments through Excel: This feature also helps the publisher to assign questions to the participants. The publisher can download the template and upload it once updated. Template should be downloaded after selecting the level at which the questions are to be assigned as the template differs for all the three levels.

5. Assign Coordinators

 In this section we assign manager and analyst role(s) to the existing user/users. Assigning the role gives the user(s) the authority to manage the assessment.  




Along with roles we also have to assign its sub-manager levels in case sub-managers are allowed (in the define assessment section). Sub-Manager(s) are able to manage only a set of participant(s) that you assign to them.


6. Publish Assessment

In this section the active duration of the assessment is to be mentioned. Once all the required details are fulfilled, publish the assessment. User can also save the assessment to edit later, this assessment goes to unpublished panel in the dashboard. Once the assessment is published all the participants receive an email regarding the assessment, and the assessment is shown in the published panel on the dashboard.




Preview Email :  Email preview option lead to  preview mode of an email that is to be sent  to users according to their assign roles  in an assessment . User can select the type of roles from view As option on the footer of the modal which allows the user to view the type of email send to a particular type of roles in an assessment.



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