Step 1. Go to manage assessments
Click the menu icon on the top left of your screen. Expand Assessments and click Manage Assessments.
Step 2. Click create
Click the Create button on the top right of the page and select Assessment.
Step 3. Associate a job
Start typing in the name of the job and select it in the drop-down OR click Browse Jobs. Select a group in the first drop-down. Select one job to assess and click the close icon . Click Next.
Step 4. Enter details
Enter a name and description.
Step 5. Select a mode
Select grouped, ungrouped, or whole competency. Read the In depth vs whole competency article if you're not sure which one to use. Keep in mind that you can later change grouped/ungrouped to whole competency, but you can't switch whole competency back to grouped/ungrouped.
Step 6. Select documents
Select the default document as the introduction and conclusion for the on-screen assessment and for the downloaded report OR select a document you've created yourself. To learn more about creating your own documents, read the Edit or create content documents article.
Step 7. Decide who can access (report visibility)
Select who will be be able to access the report once the assessment is complete. Manager and Creator or Creator Only are best practice.
Step 8. Select resource types
Select the learning resource types you want to include on the assessment report. These types can be set on each assessment or in Settings. If you don't see the option to set them here and you'd like to, follow the steps in the Set resource types on assessment article. Then click Next.
Step 9. Add questions
Click Add Questions. Expand a group and select the questions to include. Scroll to the bottom of the window and click Save.
Step 10. Assign a scale and target
Scroll down and select a rating scale and a target for all questions. After creating the assessment, you can modify individual questions to set a different scale. Target-setting is optional but the assessment cannot be enabled until a rating scale has been specified for every scale-type question.
Step 11. Assign comment boxes
Select the type of comment box to include on questions. You'll be able to modify the comment boxes on individual questions after creating the assessment. Click Next.
Step 12. Select permissions
Leave the permissions deselected unless you want to override security defaults on your site. Click Finish.
Step 13. Enable the assessment
Scroll to the Status drop-down and select Enabled. This step is important because only enabled assessments can be dispatched.