Managing Assessment Sections

Modify Section

1. Section Name The Section name appears as a heading in the response.
2. Section Number determines the order. To change the order just change the numbers to be in sequence.
3. Rating Type. This field will only appear if Advanced Ratings is implemented.  You can maintain the rating text for any of the Rating Types you have defined.
4. Rating.  A separate tab card is available for each Rating you have specified (for the Rating Type if used).  The text is held separately for each rating.
5. Options.  The Options tab is documented below.
6. Rating Text. Up to 5 Rating Texts can be entered for each rating.  Separate texts are often used in different parts of reports or on separate reports.  This field is only available if "Show Alternate Report Texts" is selected in the Settings form 
7. Save Rating Text. If you are changing multiple texts, save each one before moving to the next one to be maintained.  Otherwise, changes will be lost.
8. Text Editor -Buttons Row 1
   • Bold
   • Italics
   • Underline
   • Strikethrough
   • Align text left
   • Centre text
   • Align test right
   • Justify text
   • Bullet Points
   • Number
   • Indent (an additional Outdent button appears if Indent is selected)
   • Create a link to an external URL
   • Import an Image held on the Graphics table
   • Insert file (Not Available)
   • Add table.  A selector is shown to pick the size of the table (rows and columns)  Once a table has been added additional buttons are shown to manage the table (to assist in adding and deleting rows and columns) 
   • HTML - view and modify the underlying HTML for the text.
   • Format - Pick whether this text should be shown as a heading (1-4) or paragraph (normal text).  The default is Paragraph. 
   • Clear Formatting.
9. Text Editor -Buttons Row 2
   • Change the font.  This will override the font of the merge string.
   • Change the size.  This will override the size of the merge string.
   • Text color
   • Background-color
   • Ruler - to place a light grey line across the text. 
10. Text Editor Row 3 - Merge Fields These fields are used for Question and Answer Piping
    • Select Answer Text or Report Text (which you want to merge into the text)
    • Select the Question you wish to merge in the Answer or Report Text from.  Displays a drop-down list.
    • Add.  Clicking the add button will insert the formatted merge string into the text at the cursor location.
11. Text. Enter the text to be shown on the report if this rating is attained.
    • TIP: The text can be formatted in any way you wish.  Please note that when you paste text into the text editor box, it will be pasted as plain text by default.  You can then proceed to use the formatting options available to update the text.
    • TIP2: The initial formatting will be specified by the merge string in the Word document.  Formatting here will override that.
12. 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.

Section Options

1. Display Name. If entered, the display name replaces the Section name in the Response.  The Section Name is used in all of the reporting.
2. Randomization of Questions. Select this checkbox if you want the questions to appear randomly on the screen.  Randomization is available at the Section or Subsection level.  If it is implemented at the section level, subsections are ignored for the purpose of displaying the questions.  All of the scoring and feedback report features continue to be available at the subsection and section level. 
3. Is Timed Section. Select this checkbox if you wish to set a time limit for the section 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 assessment 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. 
4. Time Limit. This is in hours, minutes and seconds and this field only appears if "Is Timed Section" is selected.
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. They may include
   • Individual Report - runs Calculations and Interpretations for an Individual Report and is selected when the section solely comprises of Calculations and Interpretations. Sections marked as 'Individual Report' will not display in the response and will not be processed until the report is produced. This is designed for assessments with lengthy Calculations and Interpretations - to save the respondent waiting while they are processed.
     • Important Note: This feature restricts what can be shown on Results dashboards on the completion page of the response.  Displays shouldn't rely on Calculations or Interpretations that are in these sections, as they will normally not be ready in time for display.  The system starts the process of preparing the report (and therefore running calculations and interpretations) but they are unlikely to be complete by the time the results pages are formatted.     
     • Legacy Note: This is the equivalent of 'Calculations in Report' in previous versions of the software, but expanded to include Interpretations.  
   • 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. Conditions.  Used to make the section conditional on the answers to previous questions.

Additional Fields

The Following Fields also appear if this is a phased assessment See more details in Section (Read more about Phased Assessments):

13. Default phased Email. Where this section is the first section of a new phase, Select the person who should receive the email, the options are the Responder, the Assessor or the BCC for the response. 
14. Phase Report Template.  If a feedback report is available at the end of phase 1, upload the template here.  This template is loaded in the last section of Phase 1.
15. Phase Name.  Select the phase (1 or 2) for each section.  The phases must be contiguous.

Link to a training video on Setting up your questions, sections and subsections.