Assessment Settings: General Tab

1. Assessment Name. The free format name for the assessment. The assessment name cannot include special characters. Do not use the following characters that are invalid for Windows file names:
   • < (less than)
   • > (greater than)
   • : (colon)
   • " (double quote)
   • / (forward slash)
   • \ (backslash)
   • | (vertical bar or pipe)
   • ? (question mark)
   • * (asterisk)
   • & (and)
   • . (full stop / period)
2. Assessment Description. The Description is only used in the Respondent Portal for incomplete and completed assessments.
3. Version. While you can name the version how you wish, we recommend it should be an incrementing number. When creating a response, the system will default to the latest version (highest number). You can copy an assessment to make a new version. Once you are using the assessment live to gather responses, it is best practice to make a new version when making substantial changes in the assessment so that responses match the assessment. If you are making small changes (maybe just adding one question) you can update the same version.
4. External ID. The External ID is used on a URL when "Enable External Response Initiation" is on. The system will automatically create a response when a user enters the system using a URL with this code.
   • The 'Enable External Response Initiation' checkbox must also be on (detailed below).
   • External ID's must not contain blanks or special characters other than - or _ (More details on linking to assessments from your website or email)
   • All External ID's for each assessment MUST be unique, you cannot use the same External ID for more than one assessment.
   • External ID's cannot contain more than 50 characters.
5. Copy URL. Selecting this will create your assessment external ID and copy it to your clipboard.
6. Language. The Language field is only completed if multilingual assessments are in use. Select the language for this assessment.
7. Enable External Response Initiation. This indicates that a response can be created automatically for this assessment. Usually, this will be when it is linked from your website or group email. The system will create a response automatically. The URL must include the External ID. (More details on linking to assessments from your website or email)

8. All Questions Must be Answered to Save a Section. Tick this box if all questions must be answered to move between sections and save the completed assessment. If ticked, respondents can "Save Progress," but not move between sections or complete the assessment until all questions have been answered. If only some questions are compulsory, use the Required Checkbox on those questions instead. See Add/Modify Questions help article. 

   Note: You should not have this box ticked along with All Questions Must be Answered to Complete Response. 

    

9. All Questions Must be Answered to Complete Response. Tick this box if all scored questions must be answered to be able to save the completed assessment. Respondents will be able to "Save Progress" and move between sections without answering all scored questions; however, they will be taken to the Unanswered Questions List if they attempt to complete their response (by hitting the Finish button) unless all the scoring questions are answered. If only some questions are compulsory (or if you have non-scoring questions that are required to be answered), use the Required Checkbox on those questions instead. See Add/Modify Questions help article. 

   Note: You should not have this box ticked along with All Questions Must be Answered to Save a Section.

   • If this setting is ticked, then you must also tick the below setting for 'Show Unanswered Questions Button' to display what is still required to be answered before the respondent can fully complete the response.

      

10. Show Unanswered Questions Button. Tick this box to display a button in the assessment that enables the respondent to easily view which unanswered scoring questions they are required to answer before they can save their completed response. Clicking the 'Unanswered' button in the assessment will display a panel listing all unanswered questions in order of section/subsection/question number. The respondent will then be able to click on an unanswered question on the list to be taken directly to the question shown.
11. Use Assessor Functionality. Only select this checkbox if you want the response to remain open and continue to be able to be updated when the Respondent finishes the response. This will normally only be used with Assessor Functionality.
    • Show Completed. This field will only be displayed if Use Assessor Functionality is selected. You can select who will be given the option to indicate an open response is Completed. (An extra button is shown, Finish and Complete. The Finish button will close the response and update the status. Complete will set the status to Completed. After it is completed it can no longer be updated by the respondent.) The options are Respondent, Assessor, Both, or No.
    • Assessor Only Answers. This field will only be displayed if Use Assessor Functionality is selected. Do not tick this box unless an assessor alone is entering responses rather than an end-user. If an assessor is using the system, it does not display the report on completion but rather returns to the administration screen. Also, a field for an adviser's name does not appear on the response. Emails are not sent if this box is ticked.
12. Use Calculations. Allows calculations to be added to an assessment in the assessment builder.
13. Use Legacy Calculation. Enables an older, less efficient calculation method. This is only required for legacy assessments where dependent calculations were incorrectly structured within the same subsection. (If you encounter unexpected calculation results, please contact the Support Team for guidance before enabling this option.)
14. Use Benchmarking. Tick this checkbox to enable benchmarking for this assessment. The system will then automatically calculate benchmarking data nightly.

The following fields only appear if Benchmarking is enabled.

15. Parent Assessment. Associates this assessment with a parent assessment for benchmarking. This is intended for use with multilingual or copies of assessments made for cobranding purposes etc. The assessments must be aligned on section, subsection, and themes. The responses for all related assessments (assessments that have a parent specified or are the parent) will be totaled into the benchmark.
16. All Responses Label. This might be "All companies" or "All employees", etc. depending on the context of your assessment. This label is used if you report "all responses" on your feedback or cohort report. This benchmark is always calculated as an Average, and is referred to as BM=0 in the report generation.

17. My Response Label. In charts with benchmarks, the label on the current respondent will default to "My Response". You can override that with a value entered here.
18. Additional Benchmark. These additional benchmarks are set up as classifiers, and may be percentile values or seeded. Select multiple Benchmarks by holding the Ctrl key when selecting them. Delete them using the same method.
19. Use Drivers. Selecting this checkbox will enable Drivers, which are designed to be used to select the components of an assessment that are applicable to a particular organization, cohort or response. The Drivers are also listed in a multiple choice question (usually hidden) in the assessment. Sections, subsections or questions are then made conditional on each of the drivers.
    • Add Driver. When Use Drivers is selected, an Assessment Drivers panel appears below. Use Add Driver to add a driver, and the actions alongside each row to edit or delete one.
20. Unanswered Responses Expiry Days. If this field is not entered, a response never expires. This will expire a response after the number of days specified. This is most useful in conjunction with Allotments, as expired responses are readded to the available allotments.
21. Save / Save and Close / Save and go to Assessment Builder / Delete. You can save the assessment and remain on the Assessment Settings screen, save and close and return to the assessment list, or save it and proceed immediately to the assessment builder. Delete will delete all aspects of the assessment, including all responses to that assessment.