Configuring Assessment Settings

The Assessment Settings screen is organized into the following eleven tabs:

Accessing Assessment Settings:

To access the Assessment Settings, navigate to the Assessment List, by clicking on 'Assessments' in the main menu to the left of the screen.  You can then access settings for each assessment by clicking on 'Settings' alongside the assessment name.

General Tab

1. Assessment Name.  The free format name for the assessment.  The assessment name cannot include special characters.  Do not use the following characters that are invalid for Windows file names:
   • < (less than)
   • > (greater than)
   • : (colon)
   • " (double quote)
   • / (forward slash)
   • \ (backslash)
   • | (vertical bar or pipe)
   • ? (question mark)
   • * (asterisk)
   • & (and) 
   • . (full stop / period)
2. Assessment Description. The Description is only used in the Respondent Portal for incomplete and Completed assessments.  
3. Version. While you can name the version how you wish; we recommend it should be an incrementing number. When creating a response, the system will default to the latest version (highest number).  You can copy an assessment to make a new version.  Once you are using the assessment live to gather responses, it is best practice to make a new version when making substantial changes in the assessment so that responses match the assessment.  If you are making small changes (maybe just adding one question) you can update the same version.
4. External ID. The External ID is used on a URL when there is an “Auto Create Response.” The system will automatically create a response when a user enters the system using a URL with this code. 
   • The 'Is Auto-Create Response' indicator must also be on (detailed below).   
   • External ID's must not contain blanks or special characters other than - or _ (More details on linking to assessments from your website or email)
   • All External ID's for each assessment MUST be unique, you cannot use the same External ID for more than one assessment.
   • External ID's cannot contain more than 50 characters.
5. Copy URL. Selecting this will create your assessment external ID and copy it to your clipboard.
6. Segmentation Type. Determines the default behavior when adding new segmentations - whether they will link to Questions or Answers.  Different segmentations can be joined to both in the same assessments, but an individual segmentation can only be linked to questions or answers.
7. Language. The Language field is only completed if multilingual assessments are in use.  Select the language for this assessment.
8. Auto Create Response. This indicates that a response can be created automatically for this assessment. Usually, this will be when it is linked from your website or group email.  The system will create a response automatically.  The URL must include the External ID. (More details on linking to assessments from your website or email)
9. All Questions Must be Answered to Save a Section. Tick this box if all questions must be answered to move between sections and save the completed assessment. If ticked, respondents can “Save Progress,” but not move between sections or complete the assessment until all questions have been answered.  If only some questions are compulsory, use the Required Checkbox on those questions instead.  See Add/Modify Questions help article.
10. All Questions Must be Answered to Complete Response.  Tick this box if all scored questions must be answered to be able to save the completed assessment.  Respondents will be able to "Save Progress" and move between sections without answering all scored questions; however, they will be taken to the Unanswered Questions List if they attempt to complete their response (by hitting the Finish button) unless all the scoring questions are answered.  If only some questions are compulsory (or if you have non scoring questions that are required to be answered), use the Required Checkbox on those questions instead.  See Add/Modify Questions help article.
    • If this setting is ticked, then you must also ticked the below setting for 'Show Unanswered Questions Button' to display what is still required to be answered before the respondent can fully complete the response.
11. Show Unanswered Questions Button.  Tick this box to display a button in the assessment that enables the respondent to easily view which unanswered scoring questions they are required to answer before they can save their completed response.  Clicking the 'Unanswered' button in the assessment will display a panel listing all unanswered questions in order of section/subsection/question number.  The respondent will then be able to click on an unanswered question on the list to be taken directly to the question shown.
12. Show Score in Assessment. This checkbox indicates that the score page should be a menu item. To be effective, the system requires that the Section Menu Checkbox in the Site Settings - Features Tab - General Tab is also selected. This is useful for checking scoring at all different levels (assessment, sections, subsections, segmentations), or to allow assessors completing assessments access to the scores.  Note that System Administrators can always access the scores; this field only applies to respondents.
13. Calculations Enabled allows calculations to be added to an assessment in the assessment builder.
14. Use Legacy Calculation Code. Enables an older, less efficient calculation method. This is only required for legacy assessments where dependent calculations were incorrectly structured within the same subsection. (If you encounter unexpected calculation results, please contact the Support Team for guidance before enabling this option.)
15. Benchmarking Enabled Tick this checkbox to enable benchmarking for this assessment.  The system will then automatically calculate benchmarking data nightly.

The following fields only appear if Benchmarking is enabled.

16. Parent Assessment associates this assessment with a parent assessment for benchmarking.  This is intended for use with multilingual or copies of assessments made for cobranding purposes etc.  The assessments must be aligned on section, subsection, and segmentations.  The responses for all related (assessments that have a parent specified or are the parent) will be totaled into the benchmark.
17. Base Benchmark Label. This might be "All companies" or "All employees", etc. depending on the context of your assessment.  This label is used if you report "all responses on your feedback or cohort report.  This benchmark is always calculated as an Average, and is referred to as BM=0 in the report generation.
    • Tip:  This label needs to be set for the benchmarks to display.
18. Additional Benchmarks: These additional benchmarks are set up as classifiers, and maybe percentile values or seeded. Select multiple Benchmarks by holding the Ctrl key when selecting them.  Delete them using the same method.
19. My Response Label.  In charts with benchmarks, the label on the current respondent will default to "My Response".  You can override that with a value entered here.
20. Unanswered Responses Expiry Days. If this field is not entered, a response never expires.  This will expire a response after the number of days specified.  This is most useful in conjunction with Allotments, as expired responses are readded to the available allotments. 
21. Save  / Save and Close / Save and go to Assessment Builder / Delete. You can save the assessment and remain on the Assessment Settings screen, save and close, and return to the assessment list, or save it and proceed immediately to the assessment builder. Delete will delete all aspects of the assessment, including all responses to that assessment.

Design Tab

Jump to:

• Background (1-3)
• Content Panel (4-6)
• Colors (7-9)
• Section (10-23)
• Question, Answer, and Response (24-35)

Background (1-3)

1. Color. Specify the background color code for the background of the assessment. 
   • Tip: You can enter the Hex Code for the color directly on the top of the selector.
2. Background Opacity. Specify the opacity of the background color.
3. Background Image.  Select a background image from the available backgrounds or upload an image.

Content Panel (4-6)

4. Content Panel Type.  Here you can specify the content panel type.  You can select from None, Normal and Narrow. 

The following fields only appear if Normal or Narrow options are selected as the Content Panel type.

5. Content Panel Color. Specify the content panel color.
6. Content Panel Opacity. Specify the opacity of the content panel color.

Colors (7-9)

7. Top Banner Color. Specify the color code for the banner at the top of the response. Normally this would match the background color of the logo or image you specify for the top of the response (by adding an entry to the graphic table with the type of Assessment Logo).  The banner will be the full width of the screen.  Click the "Clear link" for a transparent banner.
   • Tip: You can enter the Hex Code for the color directly on the top of the selector.
8. Bottom Banner Color. Specify the color code for the banner at the bottom of the response. Normally this would match the background color of the logo or image you specify for the bottom of the response (by adding an entry to the graphic table with the type of Assessment Footer).  The banner will be the full width of the screen.  Click the "Clear link" for a transparent banner.
9. Default Color. Specify the default color code for the look and feel of the response.  This determines the color of the boxes and buttons.

Section (10-23)

10. Section Color.  Specify your preferred color for the Section name.
11. Section Font.  A pop up box displays allowing you to specify your preferred font.
12. Font Size. Specify your preferred font size in pixels.
13. Section Banner. Here you can specify the section banner.  You can select from Default design, Hide section banner or Modify section banner.

The following fields only appear if the Modify section banner option is selected as the Section Banner type.

14. SectionBannerBackgroundColor. Specify the section banner background color.
15. Hide Progress Bar On Response. This will hide the progress bar at the top of the page in the response.
16. ProgressBarBackgroundColor. Specify the progress bar background color.
17. Hide Save Progress On Response. This will remove the save progress button in the response.
18. SaveProgressBackgroundColor. Specify the save progress background color.
19. SaveProgressFontColor. Specify the save progress font color.
20. Subsection Display Type. This field specifies how Subsections are displayed within the Response. The available options are:
    • Display a Gap.  The default setting does not display the Subsection name but leaves a gap, to break up the Questions
    • No Name or Gap. The questions in all subsections flow one after another.
    • Display SubSection Name. Display the Subsection name in the response. If you make this selection, the Subsection Color. Subsection Font and Subsection Font Size will be prompted.

The following fields only appear if the Display Subsection name option is selected as the Subsection Display Type.

21. SubSection Color. You can specify the color of the SubSection font.
22. SubSection Font. Specify your preferred SubSection font type.
23. SubSection Font Size. Specify your preferred question font size in pixels.

Question, Answer, and Response (24-35)

24. Question Color. You can specify the color of the question font.
25. Question PartFont.  Specify your preferred question font type.
26. Question Font Size. Specify your preferred question font size in pixels.
27. Answer Color. You can specify the color that will display for the answer font.
28. Answer Font.  Specify your preferred answer font type.
29. Answer Font Size. Specify your preferred answer font size in pixels.
30. Show Previous Button. Show the Previous Button in the response to make it easy for respondents to move back and forward in the assessment. Changes on the current page are saved before taking the respondent back to the previous page. 
31. Hide Line Between Questions. The horizontal line divider between questions will be hidden.
32. Hide Slider Bar Color. On the Slider question type, this option suppresses the color of the slider bar which normally highlights from left to right when answered. Only the point will appear.
33. Response Image Width. Specify your preferred Response Image Width.
34. Response Image Height. Specify your preferred Response Image Height.
35. Date Format.  A dropdown menu will provide various date formats available. This will be used for date fields in the assessment.
    
36. Save / Save and Close / Save and go to Assessment Builder.

Options Tab

The first two fields only appear if Certification is enabled in the Site Settings Screen.  (these are not shown in the screenshot above)

• Days to Resit if Not Certified.   If the assessment is a certification and the certification is not passed this is the number of days before an email will be automatically sent to re-sit the assessment (providing the template exists). The indication of whether the certification is passed is the Certified Checkbox on the Rating record (Read more about Ratings).
• Days to Resit if Certified. If the assessment is a certification and the certification is passed this is the number of days before an email will be automatically sent (providing the template exists) for the respondent to update the certification (e.g.365 days for annual).

1. Assessment First Available. If the assessment is only to be available after a certain date and time, enter that date here.  Access will not be permitted before this date.
2. Assessment Expires. If the assessment is not available after a certain date and time, enter that date here.  Access will not be permitted after this date.
   • Note on 1 & 2:
     • If the assessment is accessed outside the designated assessment availability time, a message will display saying "Sorry this assessment is not currently available" or "This Assessment is no longer available. Please contact your Administrator".
     • If you want to change these messages, you can do this via translations using the label names AssessmentNotAvailable and AssessmentExpired.
3. Open Response. Only select this checkbox if you want the response to remain open and continue to be able to be updated when the Respondent finishes the response.  This will normally only be used with Assessor Functionality
   • Show Completed. This field will only be displayed if Open Response is selected.  You can select who will be given the option to indicate an open response is Completed. (An extra button is shown, Finish and Complete.  The Finish button will close the response and update the status of the Assessment to Answered or Assessed depending on who updated the response.  Complete will set the status to Completed.    After it is completed it can no longer be updated by the respondent.  The options are Respondent, Assessor, Both or None.  
4. Assessment Type. Set to Normal unless Phased Assessments are used. Phased Assessments are most often used when Credit Card payment is required for a second phase or part of the assessment. Read more on setting up phased assessments.
5. Assessor Only Answers. Do not Tick this box unless an assessor alone is entering responses rather than an end-user. If an assessor is using the system, it does not display the report on completion but rather returns to the administration screen.  Also, a field for an adviser's name does not appear on the response.  Emails are not sent if this box is ticked.  
6. Take User To Respondent Portal. Tick this if you wish to display the Respondent Portal on completion. The respondent will be asked to register (if they aren't already) by supplying a password.  From that point on, they can log in at any time to view their previous responses.
7. Prepopulate Default Answers. If selected, Answers with the Default Answer checkbox selected will pre preselected when first displaying a response.  If a different answer is selected, the default will be overridden.  
8. Conditional Questions Answers are always Retained. The default behavior is that if a question is hidden any previous answers are deleted.  This avoids spurious data if a respondent changes their mind on a previous question.  However, if you have an open response (See bullet point 11 above) you may want to retain previous answers. This checkbox enables that.
9. Support PDF Password. Allows for the specification of a password to be entered for the PDF to be opened.  The Password can either be entered by the administrator or the respondent. Further details.
10. Use Beta Report Generation. Activates a non-standard report generation engine. This is used primarily for customers experiencing issues with embedded fonts or image alignment when generating final PDF reports with the standard system. (Note: If you are not experiencing issues with your PDF reports, leave this option unticked.)
11. Embed Fonts in PDF. If this option is selected the panel below will appear to select the fonts to be embedded. 

The following field only appears if Embed Fonts in PDF is selected.

12. Add Assessment Fonts. The fonts available to be added will be Fonts that Brilliant Assessments have uploaded plus Fonts that you have uploaded in Site Settings - Design tab
    • Tip: If you have this enabled but do not load a font (or there's a glitch when you upload, or you upload the wrong font file), the report won't generate, it will just have the processing message and icon, but won't be able to successfully generate.
13. Require Challenge Response on External Initiations.  If selected, a ReCAPTCHA image will be displayed on either a Cohort or Individual shareable link.  If your URL is not a subdomain of brilliantassessments.com, you will need to create a ReCAPTCHA account with Google and load the keys into the site settings.
14. Require Challenge Response on All Initiations. If selected, a ReCAPTCHA image will be displayed on every assessment initiation.  If your URL is not a subdomain of brilliantassessments.com, you will need to create a ReCAPTCHA account with Google and load the keys into the site settings.
15. Is Timed Assessment.  Select this checkbox if you wish to set a time limit for the response to be completed.  After the time has expired answers cannot be saved.  
    • Tips:
      • The timer only appears if the respondent is answering the assessment, not if an Administrator or Assessment Manager is viewing the response.
      • If you are testing a timed assessment, and logged in as an administrator or manager, then the timer will not start, and your response will not appear on the Response Times Report available in the Report Manager.
      • You can also set a timer at the section level, or both.  If you only want to set times for the individual sections you don't need to set an assessment level timer as well. 

The following fields only appear if Is Timed Assessment is selected.

16. Time Limit.  This is set in hours, minutes, and seconds.
17. Timer Restarts At Last Save.  This indicates the behavior if a respondent reenters the response after it has been started.  If this option is selected, the time "stops" while they are out of the assessment.  It will restart from the time they last saved a section.  This functionality is to allow for interruptions during assessment taking.  If this checkbox is not selected, time continues while the respondent is out of the assessment.
18. Previous Saved Sections may be Reentered.  Specifies the behavior for previous sections.  The options are:
    • Always - a respondent can always enter previous sections, using the Section menu (if enabled), the Previous button (if enabled), or the browser back button.
    • Never - a respondent can not enter previous sections.  The Section menu will not show previous sections, the Previous button will not appear, and the browser back button will be disabled.
    • In Same Session - the system will detect if a respondent leaves and renters an assessment, in which case sections answered in previous sessions will be disabled using the "Never" techniques above, but sections answered in the current session will be accessible
19. Is Status Response. Marks the assessment as a secondary status tracking assessment. This setting is primarily used in Cohort scenarios to allow an administrator or assessment manager to attach an additional assessment to capture supplementary data about the cohort.
20. Include on Available Assessments List.  Ticking this box will make the assessment available on the Available Assessments List.

The following field only appears if Include On Available Assessment List is selected.

21. Add Availability.  The pop up box will display if you click on Add Availability, providing options to specify the Organization, if Organizations are in use, along with the Assessment Description that you wish to display on the Available Assessments List.
    

22. Use Drivers. Selecting this checkbox will enable Drivers, which are designed to be used to select the components of an assessment that are applicable to a particular organization, cohort or response.  The Drivers are also listed in a multiple choice question (usually hidden) in the assessment.  Sections, subsections or questions are then made conditional on each of the drivers.

The following field only appears if Use Drivers is selected.

23. Add Drivers. Add Drivers, Edit or Delete. 

24. Save / Save and Close / Save and go to Assessment Builder

Feedback Tab

Lists the Feedback available for this assessment:

• A. Individual Reports
• B. Cohort Reports
• C. Results Dashboards

Followed by a D. Outputs Panel where you configure which reports and results are used for emails and the Cohort Home Page.

A. Individual Reports

Selecting 'Add Individual Report' or 'Edit' displays a screen to enter the new individual report settings, or make edits to the settings of an existing individual report.  The screens are the same.

Feedback report templates are uploaded using this function.   Usually, a feedback report is generated (based on the template and the response) and available to the respondent on the screen and via email as soon as they complete a response.  The system allows for unlimited report templates to be uploaded for a wide variety of scenarios though, and these are managed through this form. This includes

• branded versions for different organizations
• separate reports destined for different parties, for example, an assessor or a manager.
• versions for different iterations, showing previous results where they are available.
• additional Reports - that allow for "pay for " reports that can be sold as an optional report. 
• Reports can be generated and downloaded and/or emailed automatically, or on an "as required" basis. 
• 

1. Report Name.  This is only used internally to the system.
2. Report Type.  There are three Report Types:
   • Completion - this report is produced when a response is completed. This occurs when the Finish button is clicked on the last page (section) of the questions in a response, unless the assessment is an "Open Assessment" (defined in conjunction with the Assessor functionality) in which case a separate "Complete" button is used.
   • Interim - this report is only produced when a response is for an "Open Assessment" (defined in conjunction with the Assessor functionality). This report is available when the respondent and/or assessor have finished the response, but the response is not marked as Completed.
   • Training Certificate - if the assessment is a certification and the certification is passed this record holds the template for the certificate that will be produced.
3. Organization.  This field gives you the option to specify which organization (if any) the report is linked to, so that only respondents from the specified organization will receive the report.  If the organization is specified in this field, and respondent completes the assessment who isn’t from this specified organization, they won’t see their report on completion of the assessment, nor will they receive their completion email with the report attached.  This function provides the option to create different templates for different organizations, but should always be left blank unless you have this requirement. 
4. Customer Type.  This field gives you the option to specify which customer type will receive this report. This allows you to set up different reports for different customer types if required.

The following field only appears if Enable Iterative Feedback is selected on the Cohort Settings tab of the Assessment Settings.

5. Iteration. It allows you to upload separate report templates for the iterations.  Normally you would have a report template for the first iteration, and one for subsequent iterations.  The latter would show all the detail of the first iteration report but combined with comparisons to the previous responses. A Step-by-Step setup guide for using Iterations in Individual Feedback reports is available here.  
6. Report Template.  Use this field to upload the Word Report Template for this assessment, used for the creation of the Feedback Report.
7. Existing Individual Report Template.  Once a report template is uploaded there is also a link to download the latest version from the system. (Read more on Feedback Reports)
8. Report Template Library. View a number of different report templates.
9. Show Report on Completion.  This checkbox indicates whether this report should be available to the respondent once the response is completed or finished.  In this case, the system will display a screen at the end with a button to view the PDF Report.  Explanatory text for this screen can be added to the Site Text table.
10. Output Format. This field allows you to choose if you would like the output format to be Pdf or a Word document.
11. Button Label.  This field only appears if you select to Show the Report on Completion checkbox.  It defaults to view your report but gives you the option to modify that text.
12. Email Report to Respondent.  This checkbox indicates whether this report should be emailed to the respondent once the response is completed or finished.  The system will use an email template with the Email Type of "Completion" if the Report Type is "Completion" or an email template with the Email Type of "Interim Report" if the Report Type is "Interim" and attach the report. 
13. Email Report to Assessor.  This checkbox indicates whether this report should be emailed to the assessor specified on the response once the response is completed or finished.  The system will use an email template as described for the respondent. This is only applicable for assessments that are marked as 'Open Response'
14. Email Report to BCC.  This checkbox indicates whether this report should be emailed to anyone specified as the BCC recipient on the response once the response is completed or finished.  This will often be someone administering the system.  The system will use an email template as described for the respondent. 
15. BCC Email.  This field is used to specify the default recipient of the BCC email if one is to be sent.  This may be overridden by a BCC on the Organization, or by entering a BCC on an individual response. 
16. Additional Report.  Selecting this checkbox indicates that this report is available on the Additional Reports screen. Typically this will be for a detailed report(s) that is sold separately giving more detail than the initial report.  The Additional Reports screen can be accessed from an email link (available on the Completion Email and the Response Follow-up Email) or from a link in the Report (generated using the Response Additional Reports merge string - you find out more here.)   Reports in the Additional Reports will normally also be accessible from the Completion Screen.
17. File Name.  You can set the output file name, including parameters like the respondent name and the date.  The merge strings available are listed in the dropdown. Do not use the following characters that are invalid for Windows file names:
    • < (less than)
    • > (greater than)
    • : (colon)
    • " (double quote)
    • / (forward slash)
    • \ (backslash)
    • | (vertical bar or pipe)
    • ? (question mark)
    • * (asterisk)
    • & (and) 
18. Save / Delete / Cancel.  You can save your report settings or delete your current individual report here.

B. Cohort Reports

The Cohort Report Manager allows Administrators and Assessment Managers to define reports that include multiple responses, selected based on a flexible range of criteria.  The output report uses the same word merge technology as the Feedback Report, allowing you to produce a professional report ready to be presented to your audience.

The Cohort Report Manager is accessed from the Report Manager accessed from the Reports menu item.  Administrators and Assessment Managers can access existing cohort reports or create a new one.

There are two functions available for Cohort Reports:

• Settings: where you upload the report template and set the name, description, output file name, and standard filters (often none) for the report.
• Run OnDemand: where you request a run of the report.  The filters and file name will default to the values on the settings but can be overwritten.

Cohort Reports created here are also used by the system for Cohort Initiations. If this Report record is used by the Cohort Initiation process it will replace the Subject field (below). Other filters should usually be left blank.

Selecting 'Add Cohort Report', 'Settings' or 'Run OnDemand' displays a screen with two tabs to capture all the available settings.  You can add a report to enter the new cohort report settings, make edits to the settings of an existing cohort report, or run a report to have it emailed to you.  The screens are mostly the same.

You can add cohort reports here. This is documented in detail further below. 

Cohort Report Settings > General Tab

1. Report Name.  This is an internal name and free format.  You may have a set of standard cohort reports that you reuse (perhaps with different selections) or you can create a separate report of each selection you make.  The advantage of the former approach is that it is often much more manageable.
2. Report Description.  This is an internal and free format and gives the ability to document the purpose of this report.
3. Report Template.  Here you can upload or download the existing report template.  (Read about Cohort Reports Building)
4. Existing Report Template.  When you are in the settings screen for a Cohort Report that already has a report template uploaded, you will see this field to be able to download the template.
5. Report Template Library. View a number of different report templates.

6. File Name. This is used to name the PDF.  The name will have the file extension (.pdf) added automatically and shouldn't be included.  The Report Title and Filename can include merge parameters that will be resolved by the system. It is the responsibility of the user to make sensible selections for the Cohort.  For example, if there are multiple respondents, the First Name merge string would use the First name from the first response found.  They will normally reflect the filters specified.  The available options are: 

   • FirstName
   • LastName
   • ContactFirstName
   • ContactLastName
   • BusinessName
   • Subject
   • CompletionDate
   • SubjectFirstName
   • SubjectLastName
   • TenantName

   • CohortOrg1
   • CohortOrg2
   • CohortOrg3
   • CohortOrg4
   • CohortOrg5
   • Date(yyyyMMdd)
   • Date(MM)
   • Date(MMM)
   • Date(MMMM)
   • Date(yy)
   • Date(yyyy)
7. Save / Delete / Cancel. 

Cohort Report Settings > Options Tab 

1. Customer Types.  This field gives you the option to specify which customer type will receive this report.  More than one can be selected. This allows you to set up different reports for different customer types if required.  You can read more on Customer Types here.  Usually this field is left blank in the settings and selected for an OnDemand report if required.
2. Organizations.  This field gives you the option to specify which organization (if any) the report is linked to, to ensure only respondents from the specified organization will receive the report.  If the organization is specified in this field, and the respondent completes the assessment who isn’t from this specified organization, they won’t see their report on completion of the assessment, nor will they receive their completion email with the report attached.  This function provides the option to create different templates for different organizations, but should always be left blank unless you have this requirement. Usually this field is left blank in the settings and selected for an OnDemand report if required.
3. Group Names.  All responses for those groups will be included. Usually this filter would be left blank and selected for an On-Demand report if required.
4. Businesses.  All responses for those businesses will be included. Normally this filter would be left blank and selected for an On-Demand report if required.
5. Response Names.  All responses for those response names will be included. Normally this filter would be left blank and selected for an On-Demand report if required.
6. Role in Organization. All responses for those roles will be included. Usually this filter would be left blank and selected for an On-Demand report if required.
7. Rater Type. All responses for those rater types will be included. Usually this filter would be left blank and selected for an On-Demand report if required.
8. Cohort Subject, This is the subject of a Cohort Initiation - only available if this option has been activated in the Settings screen.
9. Alternate Report Template.  Here you can select an alternate report template to upload (only used when reports are being sent to the respondents and two versions are sent, defined by role) or download the existing one.
10. Minimum Criteria Must be Passed. If this is checked, a manager can't run the on-demand cohort report until the minimum criteria is met.
11. Report Title.  If used, the Report Title can be used to pass a Title into the Cohort Report. The {Title} merge type is used to access the tile in the report. 
12. Save / Delete / Cancel. 

Cohort Reports Run OnDemand > General Tab

1. Report Name.  This is set in the settings screen and not updatable here.
2. Report Description.  This is set in the settings screen and not updatable here.
3. Assessments.  Select one or more assessments that this report will access responses from.  The assessment must be identical in structure.  Caution should be used in using this feature as it is very resource-intensive. This field will default to the value of the settings screen (if any) and can be overridden for this report only.
4. Cohort Subject.  This is the subject of a Cohort Initiation - only available if this option has been activated in the Settings screen. You can select the cohort you want to run the report for.

The following field only appears if a Cohort Subject is selected.

5. Cohort Iterations.  Select the iteration (if any) you want to run the report for.
6. Email for Report.  Specifies to which the report should be sent, it defaults to the current user. The Email Template Cohort Report On Demand will be used. 
7. Get Word Report / Get PDF Report / Cancel.  You can opt to email the report in Word or PDF format, or you can cancel to go back to the prior screen.

Cohort Reports Run OnDemand > Options Tab

1. Customer Types.  Select one or more Customer Types.  All responses for those customer types will be included. This filter will default to the value of the settings screen (if any) and can be overridden for this report only.
2. Organizations.  Select one of more Organizational Levels.  All responses for those organizational levels will be included. This filter will default to the value of the settings screen (if any) and can be overridden for this report only.
3. Group Names.  Select one or more Groups.  All responses for those groups will be included. This filter will default to the value of the settings screen (if any) and can be overridden for this report only.
4. Businesses.  All responses for those businesses will be included.  This filter will default to the value of the settings screen (if any) and can be overridden for this report only.
5. Response Names.  All responses for those response Names will be included. This filter will default to the value of the settings screen (if any) and can be overridden for this report only.
6. Role in Organization.
7. Rater Type.
8. Report Title. This can be used to pass a Title into the Cohort Report.  The {Title} merge type is used to access the tile in the report. This field will default to the value of the settings screen (if any) and can be overridden for this report only.
9. File Name.  The Filename is used to name the PDF. This field will default to the value of the settings screen (if any) and can be overridden for this report only.  The name will have the file extension (.pdf) added automatically and shouldn't be included.  The Report Title and Filename can include merge parameters that will be resolved by the system. It is the responsibility of the user to make sensible selections for the Cohort.  For example, if there are multiple respondents, the First Name merge string would use the First name from the first response found.  They will normally reflect the filters specified.  The available options are:
   • FirstName
   • LastName
   • ContactFirstName
   • ContactLastName
   • BusinessName
   • Subject
   • CompletionDate
   • SubjectFirstName
   • SubjectLastName
   • TenantName

   • CohortOrg1
   • CohortOrg2
   • CohortOrg3
   • CohortOrg4
   • CohortOrg5
   • Date(yyyyMMdd)
   • Date(MM)
   • Date(MMM)
   • Date(MMMM)
   • Date(yy)
   • Date(yyyy)
10. Get Word Report / Get PDF Report / Cancel.  You can opt to email the report in Word or PDF format, or you can cancel to go back to the prior screen.

C. Results Dashboard

Results for this assessment can be maintained here or in the Results function.

D. Outputs Panel

1. Individual Email Results. For Individual Completion emails, if a Results merge string exists (to provide a link to a Results dashboard) the Results dashboard to be used is specified here.  NOTE: This must be specified for the merge field to become available in the completion email template.  

The following field only appears if the assessment is set up for Cohort Reporting with a Cohort Type of Group or 360.

2. Cohort Report Recipient. This field is only used when this assessment is used for Cohort Initiations, and relates to the automated production of the Cohort Report.  The available values are:
   • Not Applicable - the report is sent to the Contact (for Groups) or Subject (for Single Respondents/ 360's)
   • Contact/Subject - the report is sent to the Contact (for Groups) or Subject (for Single Respondents/ 360's)
   •  The BCC only, as a PDF - the report is sent to the BCC specified on the Initiation
   • The BCC only, as a Word doc - the report is sent to the BCC specified on the Initiation, as a Word document.
   • As Specified for the Roles (see the Assessment Roles below) - the Assessment Roles specifies the report to be received by each rater.  Potentially every respondent in the cohort can receive a copy of the report.
3. Cohort Email Report.  You specify the Cohort Report that will be used to for emailing in the Cohort Results email type. Only reports attached to this assessment can be selected.
4. Cohort Email Results. For Cohort Results emails, if a Results merge string exists (to provide a link to a Results dashboard) the Results dashboard to be used is specified here.
5. Cohort Progress Results. For Cohort Progress Reports emails, if a Results merge string exists (to provide a link to a Results dashboard) the Results dashboard to be used is specified here.
6. Cohort Home Results. If a Results Dashboard is specified here, a tab is added to the Cohort Details screen, displaying this dashboard.

Cohort Tab

This tab only appears if Cohort Initiations is enabled in Site Settings.

The are three Sub tabs

• Cohort Settings
• Cohort Roles
• Cohort Iterations

Cohort Settings

You can read more about the Cohorts process here - Cohorts Help Article

Select the Cohort Settings Tab set up Cohort Initiations for the assessment.

1. Cohort Tabs. Select one of the three tabs.
2. Cohort Type.   The available options are:
   • Group.  The main effect is the subject is one field, assumed to be a group name.
   • Single Respondent.  The subject is First and Last name, and automated reassessment is invoked
   • 360. The subject is the First and Last name of the person being rated.
3. Default days to Completion.  This is used to create the recommended requested completion date in the Cohort Initiation.  It can be overridden.  This date is used in the emails to tell everyone asked to respond the date they must complete their response by. On that night the system will automatically produce the report, providing the minimum number of responses have been received.
4. Default Minimum Responses. Set the Default minimum responses if required, this can be left blank if you wish to set the minimum number of responses by role (if you specify minimum number of responses by role, the number specified here is ignored).  The external initiation page will allow the user to set a minimum number of responses, based on this default unless it is hidden using the Hide Cohort Min Number of Responses (12, below).
   • Pro Tip:  If you launch an external cohort and the minimum number of responses is not shown as an option to specify, ensure this Default Minimum Responses is set in the assessment settings.
5. Maximum Responses. Set the maximum number of respondents allowed.  The system will not allow cohorts larger than this number.  If this field is left blank, there is no restriction. 

6. Enable Iterative Feedback.

   This checkbox normally only applies to single respondent Cohort Types but can be used for "groups of one" where you specify a group name as the subject rather than a person's name, which separates the First and Last name. In either case there is still only one response, so the report can be produced as an immediate feedback report. 

   When this checkbox is selected:

   • The system will automatically create Cohort Initiations when you invite an individual (or a "group of one") to complete a response (using Add Response, CSV Upload, API, or a Sharable link)
   • The system will use the email address to match the response with previous iterations and link them.
   • If a response hasn't been completed for the period specified in the Cohort Iterations Setup, it will be automatically initiated by the system.
   • In the Feedback report Setup, you can specify report templates to use on the different Iterations. (Iteration 1 will normally be a little different from subsequent Iterations) 

The below setting options only appear if External Cohort Initiation is selected:

7. External Cohort.  Usually used with Groups or 360's, select this checkbox if you want users to be able to automatically create cohorts.  Users will be taken to a screen where they create the cohort, then specify the raters that will contribute to the report.  See the Section on External Cohort Initiation below that shows the screens they complete.
8. Cohort ExternalID. It is a unique identifier for this assessment that is specified as part of the URL to launch a cohort Initiation.  You cannot have the save external ID for more than one assessment.  The external ID cannot have spaces in it, dashes and underscores are allowed.
   • You can copy the URL to your Clipboard using the Copy URL link.
9. Default BCC.  This is the blind copy destination for the report.  This will be overridden if the URL specifies an organization that had a bcc specified.
10. Hide Business Name.  If selected, the External Cohort Initiation process does not show the Business Name as an Input field.
11. Hide Cohort Completion Date.  If selected, the External Cohort Initiation process does not show the Cohort Completion Date as an Input field.
12. Hide Cohort Min Number of Responses.  If selected, the External Cohort Initiation process does not show the Minimum number of Responses as an Input field.
13. Hide Cohort PDF Password.  If selected, the External Cohort Initiation process does not show the PDF Password as an Input field.
14. Use Contact Email as BCC.  Select this to set the BCC email address if you would like to set it to the contact's email address.
15. Contact Email Address.  If selected, the External Cohort Initiation process uses this as a contact email address for purchasing additional responses (only applicable when Per Person charges are being made).
16. Respondents Selection.  There are three options as to how the respondents may be specified by the user.
    • Details Input: in which case the user is prompted to enter the email address name and role for each respondent.
    • Email Address input: in which case the user can copy and paste a list of email addresses from their email system for each role.  If the name is present it will be stored, but it is not required.
    • Support Anonymous Respondents: in which case URLs are supplied for each role, so that invitations can be sent outside the system.  No personally-identifying information is required.  
17. Save / Save and Close / Save and go to Assessment Builder.

Cohort Roles

Roles are used to specify one of the available groupings for respondents in the cohort report.  For example, in a 360 you may have Manager, Peers, Subordinates, and Self;  in a company report, you may have Board, Executive, Management, and Staff.  You must have at least one role to use Cohort Initiations.

A table of existing Cohort Roles is displayed.  You can Add to or Edit these roles from this screen

1. Add Role.  Screen displays enabling cohort roles to be added, see below for more detail.
2. Role.  Displays the current available roles set up for this cohort.  
3. Customer Type.  Displays the customer types against each role.  
4. Order. The order the roles will appear in charts split by role.
5. Edit.  Allows for editing of each role.

Add/Edit Role screen:

1. Role.  This is used as the identifier for responses from this role.  It is automatically transferred to the Report Identifier field in Response Settings when the responses are created (by the Send Invitations function), for later use in the Cohort Report. 
2. Customer Type.  These can be associated with the role, and this will be copied into the Response when it is created. Customer Types are used to differentiate the emails to be sent, asking the respondent to complete a response.  Typically you would want two customer types for this - one for the email to the subject ("Self") and one for all of the other raters - just so you can word it appropriately.  (Read more about Customer Types.)  
3. Minimum Number of Respondents Invited.  This is the number of respondents required for the system to send invitation. If the minimum number of respondents are not met, you cannot send invitation to cohort.
4. Minimum Number of Respondents Completed. This is the number of completed responses required for the automatic production of the cohort report (after Completion Date).  All roles for the assessment must have their minimum number.  It is valid to have zero if there is no requirement for responses from that role.  It does not affect the production of the report through the Cohort Report Manager.)
5. Numerical Order. The order the roles will appear in charts split by role.
6. Is Subject. This checkbox applies to 360 Reports and ensures that the subject of the report is, by default, invited to assess themselves (as well as other people they specify).  It can also be used the automatically add the contact (for team reports) or the individual (for Individual cohorts)

Cohort Iterations

Cohort Iterations are only required if you want a cohort (or an individual) to be reassessed over time. 

Iterations can be totally automated creating a new Cohort Initiation record and emailing invitations to either the contact (to reinvite the respondents) or to the respondents themselves. Optionally their previous response can be copied, so they can just review and update that.

Add Cohort Iteration / Edit screen

Selecting 'Add Cohort Iteration' or 'Edit' displays a screen to enter a new cohort iteration or make edits to an existing iteration.  The screens are mostly the same.

1. Iteration Name.  Is the internal name for the iteration type.
2. Iteration Label.  Is the reporting name for the iteration.  It can include a date (by including date parameters in the text denoted by curly brackets) or the Iteration number (by including {IterationNumber}).  For example, "Certification {IterationNumber} {MMM yy}" would be labeled "Certification 1 Aug 22" in the reporting where the chart is split by Iteration.  The date is based on the completion date for the Iteration. The available parameters are:
   • dd = day of the month as a number with a leading zero 01 to 31
   • MM = month as a number with a leading zero 01 to 12
   • MMM = the abbreviated name of the Month (Jan, Feb, Mar etc)
   • MMMM =the full name of the month (January, February etc)
   • yy = year as a number with a leading zero 01 to 99 (e.g. 21)
   • yyyy = year as a number (e.g. 2021)
   • MMM yy = combination of three-character month and two-digit year.
   • dd MMM yy = combination the day of the month, a three-character month and two-digit year.
   • yyyyMMdd =reverse order, all numeric daye e.g. 20240121
   • Tip: You can only specify the above combinations in one string, but you can have multiple strings e.g. {MMM} {yyyy} 
3. Iteration Order.  Specifies the order of the iterations.  If the Iteration is recurring (for example you want a reassessment every 6 months) you can select Repeating as an option.
4. Days From Previous Iteration.  Specifies the number of days after Previous Iteration Creation Date or Completion (depending on the Date Rule selection) that the new Initiation will be automatically created (and related emails sent) - this can be set to any number of days up to 9999.
5. Date Rule.  Options are Previous Iteration Creation Date or Completion date.
6. Respondent Generation Option.  The options are:
   • New Initiation - The contact or Subject is sent an email (using a Cohort Initiation email type) inviting them to specify the respondents again from scratch and send the invitations. If the Cohort is managed by you as an Administrator you have the option of having your own email address on the original Initiation or not having a Cohort Initiation email template. (this applies to all of the following options.)
   • Respondents Copied - The Contact or Subject is sent an email (using a cohort Initiation email type) with a link to an initiation where the respondents have been copied from the last Iteration. The contact/subject can add and delete respondents and then send the invitations.
   • Respondents copied and Invited - The respondents invited to respond in the last Iteration will automatically be invited again, i.e., responses automatically created. Response Welcome emails will be sent.  These can be specifically worded for the Iteration
   • Previous Responses Copied for Updating - A copy of each previous response will be made (except the completion date and Status will be null) so that the respondents can just update their previous answers. Response Welcome emails will be sent.  These can be specifically worded for the Iteration.
7. Default Days to Completion.  Is used to calculate the completion date for this iteration.
8. Cohort Report.  The Cohort report to be selected for this Iteration.  It may use the same template for all iterations or different ones. (Commonly the first Iteration template will be different as there will be no previous data for comparisons.
9. Credit Card Payment Required.  Select if payment is required for the Iteration.  This is only applicable if the cohorts are user contact managed, and the Respondent Generation Option Is New Initiation or Respondents Copied.  

The following fields only appears if Credit Card Payment Required is selected.

10. Is Price Per Person.  Select to specify prices by respondent count.

11. Currency.  The currency of the charge or Price Per Person.

    Charge (not shown in screenshot) The amount to charge if pricing is not Per Person.

    Phase (not shown in screenshot). If Credit Card Processing is selected for a phased assessment you can select the phase (1 or 2) that the credit card processing applies to.  

12. From / To / Price.  Only applicable for Cohorts set up process and appears if Price Per Person Selected. 
    • Enter price per person based on ranges of respondent counts. You can have multiple prices based on ranges of people counts.
    • The respondent charged are specified on the Assessment Role (you can have roles that are not charged for). 
    • If a count (number) does not appear in any range, it can not be selected. For example you may have a minimum or maximum number for a cohort.
    • The price charged will be calculated by multiplying the number of respondents of Roles that are charged for by the rate on that respondent count range (i.e. it is not cumulative) 
13. Results Dashboard. If a Results Dashboard is specified here for this Cohort Iteration, a tab is added to the Cohort Details screen, displaying this dashboard.
14. Save / Delete / Cancel.

Email Tab

This tab displays the available emails already set up against this assessment.  At a glance you can see the linked assessment, email type, subject, customer type (if one is allocated) and cohort iteration (if one is allocated).  

Emails can be fully customized and branded by you.  You can (and should) make them come from your organization by setting up login details (on the Settings form) to your organization's SMTP server.  (Read here for more information on how to achieve this.)

Selecting 'Add Email' or 'Edit' displays a screen with the same fields to add a new email, or make edits to existing emails.  

1. Email Type.  As specified in the table below. 
2. Cohort Iteration.  Specifies the Cohort Iteration this email relates to.  This allows you to specify different email types for different cohort iterations.
3. Subject.  This is the subject line of the email.  The subject may contain merge strings in the format of the table below.  

The following fields only appear on Reminder emails.

4. Days After Response Create. You can have multiple reminder emails, each specified with a different number of days.
5. Days Before Completion. This is an alternative to the Days after Response Create.  This is only valid where the response is part of a cohort. You can have multiple reminder emails, each specified with a different number of days.
6. Customer Type. You can specify the Customer Type for this email template. If selected, this value must match the Customer type on the response.  This allows you to word your email differently depending on the Customer Type.  Read more about Customer Types)
7. Text. The text will normally include a link for the respondent to enter the assessment – and is denoted {ResponseLink}  You have a full HTML editor to format the email exactly how you wish, including images.
8. Your Logo.  You can insert your logo into the templates to personalize emails attached to your assessment, including adding footers and headers to your templates.
9. Save / Delete / Cancel.

Available Merge Fields

The below are available for all template types are:

Additional Merge Strings are available depending on the email type, these are documented in the below tables.

Email Types for Responses

All of these email types are linked to an assessment.

Email Types for Cohorts

All of these email types are linked to an assessment.

Administration Email Types

These email types are NOT linked to an assessment.

Email Types for Responses to Phased Assessments 

These email types are used in addition to the normal Response email templates.  They are all linked to assessments. 

Email Types for Training Certification

These email types are only used if Brilliant Assessments is being used for Training Certification. They are all linked to assessments.

Important Notes - Emails are only sent when:  

• There is a Template with the correct email Type linked to the assessment being used (except for Admin emails templates).
• There is a template with the same customer type as is on the response (or default).
• The Assessment table “Assessor Answers” indicator if off (Read more about Add/Modify Assessments).
• For the Completion report, the Assessment table “Email Report on Completion” indicator if on (Read more about Add/Modify Assessments).

Ratings Tab

1. Add Rating.  When you click 'Add Rating', a pop up box appears enabling new ratings to be set up.
2. Advanced Ratings.  Clicking on 'Advanced Ratings' toggles to display the current advanced ratings available.  While displaying the advanced ratings, the button then shows as 'Show Base Ratings'
3. Edit/Segmentations/Sections/Subsections.  Here you can opt to edit the existing ratings shown.  You can also click on 'Segmentations' to display the segmentations and their current rating text, allowing you to edit the rating text shown.  You can also click on 'Sections' and 'SubSections' to view and edit the rating text currently specified for each.
4. Save / Save and Close / Save and go to Assessment Builder.

Media Tab

The Media table displays all the media currently uploaded against the assessment, including displaying a thumbnail of the graphic, along with the graphic type and name.

Selecting 'Add Graphic' or 'Edit' displays a screen with the same fields to add a new graphic, or make edits to existing graphic settings. 

1. Graphic Name. This is a name for the graphic, for you to use to identify it. This name is not used by the system at all.
2. Graphic Type.  See the list below.
3. Navigation Url.  Where specified, clicking on the image will launch this URL in a separate window.
4. Alt Image Comment. You can add a short, descriptive phrase that is read by screen readers for accessibility and used by search engines to understand the image content.
5. Upload Image. Navigate to the image you wish to upload for this purpose.
6. Current Image. The current image selected is shown.
7. Save / Delete / Cancel

Graphic Types List

Pricing Tab

1. Credit Card Payment Required.  If Credit Card Payment is required to respond to this assessment or to create a Cohort, select this indicator.  (If Iterations are in use the Credit Card information is entered on the Iteration. 
   • This is one of the two options for Credit Card Processing, this option is the only available option for Cohorts and is best for single response assessments when there is a single assessment.
   • Available Assessments is also available when you have a list of single respondent assessments.
   • Credit Card Processing is integrated with Stripe.  Enter your stripe details into the Settings Form.  

The following fields only appear if Credit Card Payment Required is selected.

2. Price Per Person. Only applicable for Cohort Initiation Process.  If selected pricing is calculated based on the number of raters.
3. Currency. The currency of the charge or Price Per Person.

Charge (not shown in screenshot) The amount to charge if pricing is not Per Person.

Phase (not shown in screenshot). If Credit Card Processing is selected for a phased assessment you can select the phase (1 or 2) that the credit card processing applies to.   

The following fields only appear if Price Per Person is selected.

4. From / To / Price. Only applicable for Cohort set up process and appears if Price Per Person Selected. 
   • Enter price per person based on ranges of respondent counts. You can have multiple prices based on ranges of people counts.
   • The respondent charges are specified on the Assessment Role (you can have roles that are not charged for). 
   • If a count (number) does not appear in any range, it can not be selected. For example, you may have a minimum or maximum number for a cohort.
   • The price charged will be calculated by multiplying the number of respondents of Roles that are charged for by the rate on that respondent count range (i.e. it is not cumulative) 
5. Allotment Pricing - Pricing is by Cohort. Select if allotment pricing is use, and the price is per cohort rather than per response. 
6. Add Cohort Price.  (See below).
7. Save / Save and Close / Save and go to Assessment Builder.

Allotment Pricing

When you sell responses to partners (set up as Organizations in the system) the Price List specifies the applicable price.  You can have separate prices for individual or groups of partners, date ranges, and currencies.  It only appears on the menu if Response Allotments are enabled in the Site Settings.

1. Price Name.  For identification purposes only.
2. Price Description. Notes on the price are displayed when making a purchase.  Maybe additional conditions for the price.
3. Organizations. Lists the Organizations that this price is available to.  Only Organizations that purchase responses will be listed.  Prices may be linked to an Organization here, or, from the Organizations screen, Organizations may be linked to Prices.
4. From Date.  The date the prices is available from.  It will not be visible until then.
5. To Date. The expiry date for the price.  This does not affect the responses purchased, it only applies to the allotment availability.  If it has no limitation, enter a future date like 31/12/2099
6. Currency for the price.
7. From / To / Price: specify the range of responses that each price is applicable to.  If the prices applies regardless of the number purchased - enter a To value of 9999 (or similar)
8. Save / Cancel

Site Text Tab

The Site Text function is used to specify the text that appears on the screen:

• At the end of a response.  This record has a Text Type of "Response Complete".  If the Feedback report is immediately available to the respondent,  the text will appear above the button.
• On the response Additional Reports screen - where Additional reports are available to the respondents - usually for a payment. (read more on Assessment Reports) 
• On the end-user version of the  Cohort Initiations screen.  (read more on Cohort Initiations)
• On the end-user version of the  Cohort Respondents screen.  (read more on Cohort Respondents)
• On Credit Card Screens
• On the dialogue box when trying to save a response after the time is expired (for timed assessments only).

Selecting 'Add Site Text' or 'Edit' displays a screen with the same fields to add new site text, or make edits to existing site text settings. 

1. Name.  The name is only used by you to identify this Site text, except for Cohort Initiation, Cohort Respondent, and Credit Card types where it is used as the heading for the text displayed.
2. Select Language.  The Language is only specified if Multilingual assessments are in use.  Otherwise, the language will be left blank.
3. Text Type.  The Text Type will be:
   • New Assessment
   • Cohorts
   • Response Time Expired
   • Additional Feedback Reports
   • Cohort Respondents
   • Link Has Been Used
   • Report
   • Credit Card Screen
   • Response Complete
4. Organization.  Specify the Organization the Site Text relates to, if required.  This field can be left blank.
   
   Phase (not shown in screenshot).  Specify the phase the Site Text relates to, if using Phased Assessments.  This field can be left blank.
    
5. Customer Type.  If specific Site Text is required for a particular Customer Type, the Customer type is specified here. Otherwise, the default entry is selected.
6. Cohort Iteration.  Specify the Cohort Iteration the Site Text relates to, if required.  This field can be left blank.
7. Website Text.  Enter the text that should appear (in the language specified, if applicable), using the formatting tools available (including the ability to include images that should be saved to the graphics table with a type of Assessment Body).  NOTE:  merge strings do not work on the site text screens.
8. Save / Delete / Cancel

Sections Tab

Here you can view the sections that make up your assessment.  You can also edit existing sections, add new sections, view the subsections, resources and ratings attached to this assessment.

1. Add Section.

Here you can add new sections. 

1. Section Name.  Specifies the section name.
2. Display Name.  If entered, the display name replaces the Section name in the Response.  The Section Name is used in all of the reporting.
3. Section No.  Specifies the section number.
4. Is Timed Section. in hours minutes and seconds.  This field only appears if "Is Timed Section" is selected.
   
   Calculations in Report (not shown in screenshot).  Select to indicate that this section comprises solely of Calculations that should be executed in the report.  The section will not appear in the response.
    
5. Section Type.  Select to indicate the type of section it is:
   Normal Section - when the section contains questions that need to appear in the response.
   Individual Report - runs Calculations and Interpretations for an Individual Report and is selected when the section solely comprises of Calculations and Interpretations. This is the equivalent of 'Calculations in Report', but expanded to include Interpretations. Sections marked as 'Individual Report' will not display in the response.
   Cohort Report - runs Interpretations for a Cohort Report and selected when the section solely comprises of Cohort Report Interpretations. Sections marked as 'Cohort Report' will not display in the response.
6. Chart Color Override. is used to assign a specific color to sections within the Feedback and Cohort report graphs.  The default is to use rating colors but you can assign a specific color to a section.
7. Randomization of Section Questions.  Select this checkbox to randomize all the questions in the section.
8. Save / Delete / Cancel

2. Edit.  

Clicking here allows you to edit the existing section. 

1. Section Name.  Specifies the section name.
2. Display Name.  If entered, the display name replaces the Section name in the Response.  The Section Name is used in all of the reporting.
3. Section No.  Specifies the section number.
4. Is Timed Section. in hours minutes and seconds.  This field only appears if "Is Timed Section" is selected.
   
   Calculations in Report (not shown in screenshot).  Select to indicate that this section comprises solely of Calculations that should be executed in the report.  The section will not appear in the response.
    
5. Section Type.  Select to indicate the type of section it is:
   Normal Section - when the section contains questions that need to appear in the response.
   Individual Report - runs Calculations and Interpretations for an Individual Report and is selected when the section solely comprises of Calculations and Interpretations. This is the equivalent of 'Calculations in Report', but expanded to include Interpretations. Sections marked as 'Individual Report' will not display in the response.
   Cohort Report - runs Interpretations for a Cohort Report and selected when the section solely comprises of Cohort Report Interpretations. Sections marked as 'Cohort Report' will not display in the response.
6. Chart Color Override. is used to assign a specific color to sections within the Feedback and Cohort report graphs.  The default is to use rating colors but you can assign a specific color to a section.
7. Randomization of Section Questions.  Select this checkbox to randomize all the questions in the section.
8. Save / Delete / Cancel

3. SubSections.

Here you can view, add and edit subsections. 

1. Add Sub Section.  You can add new subsections here
2. Edit/Questions and Calculations/Ratings/RatingTypes.  Here you can view and edit the subsections, questions, ratings and rating types.

4. Resources. 

1. Add Resource.  You can add resources here.

5. Ratings.

1.  
   1. Add Rating Section.  Here you can add new section rating text.
   2. Edit.  Edit section rating text.

6. Save

Save / Save and Close / Save and go to Assessment Builder