Applying Best Practices for Group/Team Assessments

Using the role to customize which questions the respondents see

1. Usually in the first section of the assessment, set up a question that is linked to the response setting "Role".
2. Create a Single Choice Answer for each role that is used for the assessment. The Answer Short Name must be an exact match for the Role Code in the Cohort Roles list. The system will automatically populate the answer to that question.
3. The Question may be hidden (by selecting the hidden checkbox on the Advanced tab of the Question dialogue box).  However, we recommend that you test if it is working as you expect before hiding it. 

Make subsequent questions conditional on the answer to that role question so you can show different questions to different roles if needed.

Using the Question piping to personalize questions.

1. Usually in the first section of the assessment, set up a question that is linked to the response setting "Subject" or "Business Name".
2. Create a Text Answer with the Answer Short Name of "Subject First Name". The system will automatically populate the answer to that question.
3. The Question may be hidden (by selecting the hidden checkbox on the Advanced tab of the Question dialogue box). However, we recommend that you test if it is working as you expect before hiding it.
4. In subsequent sections use Question Piping to personalize questions (e.g. "Does {ResponseAnswer.AnswerText[S1 SS1 Q10]} share their strategy with staff members?" would appear as "Does Tom share their strategy with staff members?"