Managing Assessment Segmentations

Segmentations are site-wide and are created in the Segmentations function.

Segmentations can be linked to questions or answers in either the Questions dialogue or in this function.  A Segmentation can not be linked to both Questions and Answers, but you can have a mix amongst different segmentations.  Usually, that will not be the case.  Segmentation Ratings can be managed here too, as well as in the Rating function and the Segmentations function.

This screen is reached by  clicking the Segmentations button in the Assessment Builder

1. Back to Assessment - Click to return to the Assessment Body. You can also click on a Section on the Section menu.
2. Show / Hide Feedback - Click to show the Feedback for the segmentations.  The Feedback can be added or changed using the Options Link (6)
3. Show / Hide Linked Qns/Ans (Questions/Answers) - Click to show the Questions or Answers linked to the segmentations.  The Links can be added or changed using the Options Link (6) 
4. All Segmentations / Linked Segmentations - By default, only Segmentation linked to in this assessment will be shown. Click this button to show all Segmentations and potentially (using the Options link)  link them to questions or answers in this assessment.
5. List of Segmentations (by default only those linked to questions or answers in this assessment) showing the number of Questions or Answers they are linked to.
6. Options link - links to the following dialogue box to maintain the rating text and linked questions or answers 

Options Screen - Rating Tab

1. Segmentation Name, Number and Group. These fields are set in the Segmentations Function.
2. 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.
3. 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.
4. Questions or Answers. The Questions or Answers tab is documented below.
5. 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 
6. 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.
7. 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.
8. 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. 
9. 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.
10. 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 1) 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.  Formatting here will override that.

Options Screen - Questions or Answers Tab

If the Segmentation is linked to Answers, Answers will be shown here.

1. Segmentation Name, Number, and Group. These fields are set in the Segmentations Function.
2. 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.
3. Rating.  To return to the ratings click on one of these tabs.
4. Questions or Answers. The Questions or Answers tab will appear depending on whether the segmentation is linked to Questions or Answers.  If the Segmentation is not linked to any Questions or Answers both tabs are available.  Once the Segmentation is linked to a question or Answer the other option is no longer available.
5. List of Linked Questions or Answers.   The remove link can be used to unlink the question to the segmentation.  Bother the segmentation and question remain intact, only the linkage is removed.
6. Add Questions or Answers. Questions or Answers can be selected to link to the Segmentation.  Select the Section, Subsection, and Question, then click Add.