Manage Assessment

Modified on Fri, 21 Oct 2022 at 12:01 PM

Audience: This section is relevant to users having Publisher and Manager level role in an assessment.


A big challenge for the manager of an assessment is ensuring greater involvement of participants for better results, producing reports, and various other operational tasks efficiently. This feature is designed to make actions related to assessments easier to manage. To begin managing published assessments, navigate to the Manage Assessment icon on the Assessments page.




1. Manage Assignments

The first tab displayed when managing an assessment is the assignments tab. Here, the Publisher can make changes to the assignments through three sections:

  • The Core actions are used to manage assignments and responses. 

  • The Bulk actions within the ‘Assignment(s) Selected’ section become enabled once one or more assignments are selected in the table.

  • The Actions Panel manages individual assignments.

 

Type of action

Description

Core Actions

The core group of actions is used to manage assignments and responses. 

Bulk Actions

The bulk actions within the ‘Assignment(s) Selected’ section become enabled once one or more assignments are selected in the table.

Action Panel

The actions panel manages individual assignments within the assessment.





Core 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 (participant responses & identified roles) and Classifications (All 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 participant responses after updating 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 participants. Doing so enables the ‘Assignment(s) Selected’ actions and the ‘Export Responses’ action. 





Bulk Actions

Description

Export Responses

Exports an Excel document containing the responses submitted by participants.

Submit Assignments

Submits all selected assignments that are in progress.

Send Reminders

Notifies all linked users in the selected assignments.

Reopen Assignment

Reopens all the closed assignments that have been selected.

Delete Assignments

Removes selected assignments.

Note: The Bulk Actions Panel becomes enabled once assignments have been selected.




 


The Actions Panel allows the Publisher to interact with individual assignments. 



 

Clicking the ‘View User Assessment Responses’ displays the respective assignment group’s response scores.


 

The ‘Submit Responses' action gives the publisher the ability to submit and close an assignment manually. Once the responses have been submitted, the action button changes to ‘Reopen Assignment’‘Export Responses’‘Import Responses’‘Reset Responses’, and ‘Delete Assignment’ all interact with the individual assignments within the table.


 

2. Manage User Inputs

The User Input section allows the publisher to add and delete optional, or required, inputs in addition to responses on a given 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.




3. Manage Questions

 

In this section, the Publisher can modify which questions have been assigned to 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.




4. Manage Coordinators

 

The Publisher can modify the following elements of the Overview page when managing an assessment. 


Overview

  • Title

  • Assessment Period

  • Sponsors

  • Description

  • Assessment Start & End dates


5. Manage Coordinators


The Publisher can change the permissions given to participants in the Coordinators tab. Assigning the Manager role gives the participants the authority to manage the assessment. This includes the following:


Coordinators

  • Assessment Role

  • Role

  • Title

  • Function

  • Region





Related Articles


            PREVIOUS                                                                                                                                                                                                                            NEXT

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons

Feedback sent

We appreciate your effort and will try to fix the article