Segmentations provide a flexible way to group questions or answers across your assessment, allowing for additional layers of scoring, rating, and reporting beyond the standard response/section/subsection structure.

Key Features of Segmentations:

• Flexible Grouping: You can tag questions or answers with one or more segmentations, creating thematic groupings that can span different sections of your assessment. This is particularly useful for analyzing themes that are addressed across various parts of the assessment.

• Automated Scoring and Reporting: Once segmentations are set up, the system automatically calculates scores for each segmentation. These scores can be incorporated into both feedback and cohort reports.

View training video on setting up Segmentations:

Linking segmentations to questions or answers

 If implemented, segmentations can be linked to either:

• Questions or calculations, regardless of where it appears in the assessment. This is the most common set up.
• Answers. Answer segmentations allow for each answer to a question to be linked to a different segmentation.

Each question, calculation or answer can be linked to as many segmentations as you want.

Set up instructions

Step 1: Enable Segmentations:

In the Site Settings Screen, check the "Use Segmentations" option. This action will:

• Add a "Segmentations" button to the Administration menu.
• Display an "Assessment Segmentations" button in the Assessment Builder menu.
• Introduce a segmentation selection panel in both the Questions and Answers dialog boxes (Read more about Available Answers).

Step 2: Create Segmentations and segmentation groups

Navigate to Segmentations from the main menu to create new segmentations:

It's optional, but we highly recommend creating a segmentation group first. Segmentation groups create an extra layer of reporting. For example, you could create a bar chart that pulls in all segmentations in a group. or return a score for a segmentation group. 

Tip: Navigate between the segmentations and segmentation group lists by clicking on the top right button.

Adding a segmentation and segmentation group

• Add the segmentation group by clicking 'Add Segmentation Group'. Fill out the required fields. More details here.
• Navigate to the segmentations page by clicking 'manage segmentations'.
• Then click 'Add Segmentations' to add the segmentation. More details here.

Step 3: Link your segmentations

There are two ways to do this.

• Via the 'Segmentations' menu in the assessment builder. Read more here.
• By editing each question> and selecting the segmentation from the list in the options tab. 
  • Tip. Hold down the ctrl button to select/deselect multiple segmentations.

Segmentation Screen Info

Segmentation List

The Segmentation List appears when you enter the Segmentation function.  From here you can 

1. Add a new Segmentation.
2. Manage Segmentation Groups that can be used to filter Segmentations on reports.  Segmentation Groups means that you can have many separate groups of segmentation all measuring and reporting different things. You can have Segmentations that are not members of any group.
3. Edit Segmentations and Segmentation Ratings Segmentation Ratings allow you to create text for the feedback report.

Segmentation Add/Edit 

1. Give the Segmentation a name
2. Number the Segmentation for ordering. Do not duplicate numbers. This number is used to refer to the Segmentation using the SegmentationNo parameter in the  Feedback and Cohort reports
3. Choose a Segmentation Group if you wish to filter by Group in your reports
4. Choose a color if you wish to override the normal rating based the color scheme on graphics. 

Segmentation Ratings

Ratings may be updated here or in the Assessment Segmentations function in the builder (recommended)

1. Rating.  Select the Rating you are adding /Editing Text for.
2. Rating Text. This option only appears if you have selected "Show Alternate Report Texts" on the Settings form.  You can have up to 5 separate versions of the Rating Text, and selecting which one to use on reports using the RepText parameter.  The default is Report Text 1.
3. Save the Rating Text - Use this button to save rating text changes before displaying another Rating Text. 
4. 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 - Important for removing all of the hidden formatting when copying text from other systems.  
5. 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. 
6. 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.
7. 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, but it is highly recommended that if you cut and paste text from Word or another system that you Clear the Formatting (using the button in Row 2) and reformat it in this text editor.  There is often a lot of hidden formatting in copied text. 
   • TIP2: The initial formatting will be specified by the merge string in the Word document.  The formatting here will override that.

Segmentation Groups

1. Give the Segmentation Group a name.  This name is internal to the system
2. Number the Segmentation for ordering. Do not duplicate numbers.   This number is used to refer to the Segmentation Group using the SegG parameter in the  Feedback and Cohort reports.