Assessment Name. The free format name for the assessment
Assessment Description. The Description is only used in the Respondent Portal for incomplete and Completed assessments. If the Respondents Portal is not in use the
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.
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)
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 can not 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.
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.
If a timed assessment is selected, the following fields appear:
Time Limit - in hours minutes and seconds.
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 the 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.
Show Previous Button - Indicates whether a previous button should be shown, allowing the user to go backwards in the assessment.
Assessment Expires Date - If the assessment is not avaiable after a certain date, enter that date here. Access will not be permitted.
Previous 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.
Language. The Language field is only completed if multilingual assessments are in use. Select the language for this assessment.
The next two fields only appear if Certification is enabled in the Settings Screen.
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).
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 Survey Logo). The banner will be the full width of the screen.
Tip: You can enter the Hex Code for the color directly on the top of the selector.
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 Survey Footer). The banner will be the full width of the screen.
Default Color. Specify the default color code for the look and feel of the response. This determines the color of the boxes and buttons.
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.
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.
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.
User Type. Not in general use.
Select the Cohort Type. This field is only used when this assessment is used for Cohort Initiations. 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.
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:
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 - 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.
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.
Default days to Reassess. This field will only appear for Single respondents. The system will automatically create a new response request after this number of days. This can be overridden if a System Administrator or Assessment Manager is creating the initiation (i.e. it isn't created from by a respondent (using a URL with an External ID)
Recurring Reassessment Count. This field will only appear for Single respondents. The system will automatically create a new response request this number of times. This can be overridden if a System Administrator or Assessment Manager is creating the initiation (i.e. it isn't created from by a respondent (using a URL with an External ID)
External Cohort Initiation. 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.
Cohort ExternalID This field only appears if External Cohort Initiation is selected. It is a unique identifier for this assessment that is specified as part of the URL to launch a cohort Initiation. The external ID can not have spaces in it, dashes and underscores are allowed.
The format of the URL https://[your subdomain].brilliantassessments.com/CohortReporting/Initiate?Cohort=[External ID]
Cohort Report This field only appears if External Cohort Initiation is selected. You specify the Cohort Report that will be used to produce the report. Only reports attached to this assessment can be selected.
Default BCC This field only appears if External Cohort Initiation is selected. This is the blind copy destination for the report. This will be overridden if the URL specifies an organization that had a bcc specified.
Hide Business Name. This field only appears if External Cohort Initiation is selected. If selected the External Cohort Initiation process does not show the Business Name as an Input field.
Contact Email Address. This field only appears if External Cohort Initiation is selected. 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).
Respondents Selection. This field only appears if External Cohort Initiation is selected. 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.
Not used
Credit Card Payment Required. If Credit Card Payment is required to respond to this assessment or to create a Cohort, select this indicator. This is one of the two options for Credit Card Processing, this option is the only available option for Cohorts and best for single response assessments when there is a single assessment. Available Assessments is also available for when 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 Processing is selected.
Price Per Person. Only applicable for Cohort Initiation Process. If selected pricing is calculated based on the number of raters.
Charge (not shown). The amount to charge if pricing is not Per Person.
Currency. The currency of the charge or Price Per Person.
Phase. 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.
Per Person Costs. Only applicable for Cohort Initiation 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)
Auto Create Response. This indicates that a response can be created automatically for this assessment. Usually, this will be when it is linked to 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)
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.
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.
All Questions Must Be Answered. Tick this box if all questions must be answered to move between sections and save the completed survey. Respondents can “Save Progress,” but not complete the survey until all answers are selected. If only some questions are compulsory, use the Required Checkbox on those questions.
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 overriden.
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 Settings screen 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 on applies to respondents.
Benchmarking Enabled Tick this checkbox to enable benchmarking for this assessment. The system will then automatically calculate benchmarking data nightly.
Calculations Enabled allows calculations to be added to an assessment in the assessment builder.
Parent Assessment associates this assessment with a parent assessment for benchmarking. This is intended for use with multilingual or copies of assessment 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.
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.
Save / Save and go to Assessment Builder. You can save the assessment (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.
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