Managing Assessment Availability

Assessment availability overview

You can have a list of assessments available for the respondents to select using the Available Assessments screen.

Typical reasons to use the Available Assessments list are:

• You are charging for assessments and want the system to use credit card processing before giving respondents access.
• You are using assessments for training and want a list of training assessments to be available.

How to share the Assessment Availability list

You can load the Assessment Availability table if you want respondents to access an assessment via:

• the Respondent Portal, or
• an Available Assessments list at https://[your-sub-domain]/Available/Index

Pricing and showing FREE assessments

Whether pricing is displayed is controlled by the On-Screen Pricing checkbox on the Assessment Settings screen.

• If On-Screen Pricing is not ticked, no pricing appears.
• If On-Screen Pricing is ticked:
  • You can enter a price for any assessment you wish to charge for.
  • For assessments that should be free, load a price of zero. These will appear with a price of "FREE" and the button text will be "Start Now" instead of "Buy Now".

Tip: This is one of two options for charging to respond to an assessment. This option is most suitable when you have a list of assessments you want to charge for.

The alternative is to specify credit card processing directly on the Assessment. Read more in the article about charging for your assessment.

How to set up an assessment availability

Select the assessment you wish to list, go to Assessment Settings > Options > tick the box Include on Available Assessments List > Click Add Availability button.

For more information, see Options Tab > bullet point 20 in this article: Assessment Settings

There will be a pop-up box as shown below:

1. Enter the price if the assessment has pricing associated. (Note: This field only appears if On-Screen Pricing is selected in Site Settings).
   
2. Select the currency of the price.
3. Select the organization this assessment is available to. This field only appears if Organizations are set up. If an organization is selected that has more levels, those levels will be prompted for. The assessment will be available to all recipients linked to the organization selected, and any levels beneath it.
4. Assessment Description.

⚠️ Stripe requirement: The system can only charge for assessments if you have a Stripe account (www.stripe.com). Read more on Stripe Integration.

Filtering by language and organization

The Available Assessments list can be filtered by language and/or organization.

Language parameter

• The language can be selected on the Available Assessments screen, or passed in the URL as ?code=[Language Code].

Organization parameter

An organization code can also be specified in the URL. The encrypted organization codes are displayed on the Organizations screen (read more about organizations).

Specifying an organization code will:

• Limit the available assessments to those that are:
  • available for the specified organization code, or a higher level in the structure, or
  • have no organization specified.
• Prepopulate responses generated with the specified organization level.

URL examples:

• Language only specified:
  https://[your-sub-domain]/Available/Index/?code=[Language Code]
• Organization only specified:
  https://[your-sub-domain]/Available/Index?org=[Organization Code]
• Language and organization specified:
  https://[your-sub-domain]/Available/Index/?code=[Language Code]&org=[Organization Code]