Create Assessment

Modified on Fri, 21 Oct, 2022 at 11:56 AM

The Publisher has to follow the below steps:

1. Define Assessment

2. Select the Assessment Model

3. Add User Inputs

4. Add Assignments

5. Assign Questions to Participants

6. Assign Coordinators

7. Schedule & Publish the Assessment

1. Define Assessment

The first step when creating a new assessment is providing essential information regarding the Assessment, i.e., Title, Type, Description, Sponsor, Reporting Period, and Assessment Options, within the Overview tab. The sections below with an asterisk (*) in the Mandatory column are required to continue.

Field Name	Mandatory	Description
Title	*	The title of the assessment is mentioned.
Assessment Period	*	A time period considered during the response, such as year or quarter.
Sponsor		The sponsor is the license provider, which shows under whose authority the assessment is created. By default, it is the name of the license, It can be the name of a person (who is sponsoring this assessment), an organization name, etc.
Description	*	A description of the assessment describing the goal of the assessment and why their participation is important. Note: The description must be more than eight characters long.

2. Select the Assessment Model

The Assessment Model tab displays the available assessment models, their version numbers, when they were created, and the last time the model was updated. Select which model will be used for the Assessment by clicking a circle to the left of its name. To see the Template's contents, click on the ‘Preview’ icon, which provides a summary, description, core components, structure, and the questions asked in the model. The ‘Manage Columns’ action allows you to choose which columns are displayed. Clicking the arrows under the column names allows for sorting models by ascending or descending order. If a new assessment model must be created for the Assessment, it can be done through the Assessment Models feature in the admin section.

3. Add User Inputs

The User Input section allows the publisher to add optional, or required, inputs in addition to responses on an assessment. To begin, click the ‘Add Input’ button and fill out the ‘Input Name’ textbox. Selecting the dropdown menu next to ‘Input Type’ provides a range of options for the specific type of information that participants will be able to add to their responses. Activating the ‘Required’ toggle within an individual input prompts the ‘Required For’ dropdown menu, allowing the creator to decide which category of responses the input will require. Pressing the ‘All Questions Required’ toggle will make all the User Inputs mandatory – regardless of the score category. The ‘Enable Skip Score’ toggle allows score responses to be skipped if the required inputs aren’t present.

4. Add Assignments

The Assignments tab contains two sections:

The core group of actions grouped to the left is used to add assignments to an assessment.
The bulk actions within the ‘Assignment(s) Selected’ section become enabled once one or more assignments are selected in the table.

Actions	Description
Add Assignment	This action creates individual assignments. An assignment name and linked user are required to make a new assignment. Function, Region, Role, and Title are optional fields dependent on the license profile relative to the assessment.
Add Multiple Assignments	By clicking on this action, an existing user can be selected as a participant for the Assessment.
Export Assignments	This action exports an Excel document containing the current state of Assignments (Participants & identified roles) and Classifications (All potential functions associated with the license currently being used)
Import Assignments	This action allows the publisher to export a formatted Excel document to manually enter Assignment information, update and then save it for future use. This action also allows the publisher to bulk import Assignment information from an Excel document that has been filled out previously. Note: When importing assignment data from an Excel document, the Linked Users and subsequent role information must coincide with the license information.
Import Responses	This action allows the publisher to bulk import response scores after completing the Scoring Guide portion of the exported responses Excel document. Note: To export the necessary formatted Excel document required to import responses, select the boxes next to the desired assignments. Doing so enables the ‘Assignment(s) Selected’ actions and the ‘Export Responses’ action.

Actions	Description
Export Responses	This action exports an Excel document containing the following sheets: Introduction Scoring Guide Responses Within the Scoring Guide Excel sheet, new response scores can be entered manually, saved, then imported via the ‘Import Responses’ action.
Submit Assignments	This action submits all selected assignments that are in progress.
Send Reminders	This action notifies all linked users in the selected assignments.
Reopen Assignment	This action reopens all the closed assignments that have been selected.
Delete Assignments	This action removes selected assignments.

5. Assign Questions to Participants

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

In the below screenshot, the participants can be assigned questions based on levels. There are three levels, for example

level 1 - Component
level 2 - Capability
level 3 - Sub-capability

On level 1, categories are assigned to the participant; selecting a category will assign all the questions to a particular category. On Level 2, components are assigned to the participants; choosing a component will give all the questions for a specific component. And at level 3, participants are assigned the questions directly.

6. Assign Coordinators

The Publisher can assign manager and analyst roles to the existing users in this section. Assigning the Manager role gives the participants the authority to manage the assessment.

7. Schedule & Publish the Assessment

The publisher defines when the assessment will start and end in this section. Once all the required details are fulfilled, publish the assessment. Users can also save the assessment as a draft to edit later in the Unpublished tab with the Assessments page. Once the assessment is posted, all the participants receive an email regarding the evaluation, and the assessment can be found in the Published tab within the Assessments page.

Preview Email: The Preview Email button displays a pop-up window with a sample of the email that will be sent to participants once the Assessment is published.

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