Step 1. Go to manage assessments
Click the menu icon on the top left of your screen. Click the expand icon beside Assessments in the main menu and choose Manage Assessments.
Step 2. Click create
Click the Create button on the top right of the page and choose Assessment.
Step 3. Enter details
Enter a name and description, which are included in the email invitation sent to participants.
Step 4. 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 5. Decide who can access
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 6. 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 7. 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.
Step 8. Click save
Now that you've finished entering the assessment details, click the Save button on the bottom of the page. The next steps to complete will appear below this Save button.
Step 9. Add a job
Scroll to the Associated Jobs table. Point to the gear icon and choose Associate Assessment to Job. Click the plus icon to open a group in the index and select the job. Scroll to the bottom of the window and click the Add button. Scroll to the bottom of the window again and click Close.
Step 10. Add questions
Scroll to the Assessment Questions table. Point to the gear icon and choose Add Job Related Questions. Click the plus icon on a competency to show the questions and selected the ones you want to include. Scroll to the bottom of the window and click Save.
Step 11. Assign a scale and target to all questions
To use different ones depending on the question, skip this step and go to Step 12. Scroll back to the Assessment Questions table, where you'll now see the questions you just added. Point to the gear icon and choose Assign Rating Scale and Target to all Questions. Select a rating scale and a target and click Save.
Step 12. Assign scales and targets to one question at a time
Point to a question gear icon and choose Edit. Scroll to the Rating Scale drop-down and select a scale. In the next drop-down, select a target. Select Mandatory Response if users need to answer the question, and select an option in the Comment Box drop-down. Click Save.
Step 13. Enable the assessment
Scroll up to the Status drop-down and select Enabled. This step is important because only enabled assessments can be dispatched, which we'll explain how to do in the next article.
Step 14. Click save
Scroll down and click Save. Saving an enabled assessment locks it so the assessment can no longer be edited unless you unlock it from the Manage Assessments page.