Assessment Settings: Options Tab

The Options tab manages advanced assessment behaviors including availability dates, assessment type, timed assessment settings, and security options.

The first two fields only appear if 'Use Certification' is enabled in Site Settings - Features tab - General tab. (These are not shown in the screenshot above.)

• Days to Resit if Not Certified. If the assessment is a certification and the certification is not passed, this is the number of days before an email will be automatically sent to re-sit the assessment (providing the template exists). The indication of whether the certification is passed is the Certified Checkbox on the Rating record (Read more about Ratings).
• Days to Resit if Certified. If the assessment is a certification and the certification is passed, this is the number of days before an email will be automatically sent (providing the template exists) for the respondent to update the certification (e.g. 365 days for annual).

1. Assessment First Available. If the assessment is only to be available after a certain date and time, enter that date here. Access will not be permitted before this date.
2. Assessment Expires. If the assessment is not available after a certain date and time, enter that date here. Access will not be permitted after this date.

3. Assessment Type. Set to Normal unless Phased Assessments are used. Phased Assessments are most often used when Credit Card payment is required for a second phase or part of the assessment. Read more on setting up phased assessments.
4. Is Timed Assessment. Select this checkbox if you wish to set a time limit for the response to be completed. After the time has expired answers cannot be saved.

The following three fields only appear if Is Timed Assessment is selected.

5. Time Limit. This is set in hours, minutes, and seconds.
6. Timer Restarts At Last Save. This indicates the behavior if a respondent reenters the response after it has been started. If this option is selected, the time "stops" while they are out of the assessment. It will restart from the time they last saved a section. This functionality is to allow for interruptions during assessment taking. If this checkbox is not selected, time continues while the respondent is out of the assessment.
7. Previous Saved Sections may be Reentered. Specifies the behavior for previous sections. The options are:
   • Always - a respondent can always enter previous sections, using the Section menu (if enabled), the Previous button (if enabled), or the browser back button.
   • Never - a respondent cannot enter previous sections. The Section menu will not show previous sections, the Previous button will not appear, and the browser back button will be disabled.
   • In Same Session - the system will detect if a respondent leaves and reenters an assessment, in which case sections answered in previous sessions will be disabled using the "Never" techniques above, but sections answered in the current session will be accessible.

8. Is Status Response. Marks the assessment as a secondary status tracking assessment. This setting is primarily used in Cohort scenarios to allow an administrator or assessment manager to attach an additional assessment to capture supplementary data about the cohort.
9. Prepopulate Default Answers. If selected, Answers with the Default Answer checkbox selected will be preselected when first displaying a response. If a different answer is selected, the default will be overridden.
10. Conditional Questions Answers are always Retained. The default behavior is that if a question is hidden any previous answers are deleted. This avoids spurious data if a respondent changes their mind on a previous question. However, if the assessment uses Assessor Functionality you may want to retain previous answers. This checkbox enables that.
11. Support PDF Passwords. Allows for the specification of a password to be entered for the PDF to be opened. The Password can either be entered by the administrator or the respondent.
12. Require Challenge Response on External Initiations. If selected, a ReCAPTCHA image will be displayed on either a Cohort or Individual shareable link. If your URL is not a subdomain of brilliantassessments.com, you will need to create a ReCAPTCHA account with Google and load the keys into the site settings.
13. Require Challenge Response on All Initiations. If selected, a ReCAPTCHA image will be displayed on every assessment initiation. If your URL is not a subdomain of brilliantassessments.com, you will need to create a ReCAPTCHA account with Google and load the keys into the site settings.
14. Include on Available Assessments List. Ticking this box will make the assessment available on the Available Assessments List.

The following field only appears if Include on Available Assessments List is selected.

15. Add Availability. The pop up box will display if you click on Add Availability, providing options to specify the Organization, if Organizations are in use, along with the Assessment Description that you wish to display on the Available Assessments List.

16. Take User To Respondent Portal. Tick this if you wish to display the Respondent Portal on completion. The respondent will be asked to register (if they aren't already) by supplying a password. From that point on, they can log in at any time to view their previous responses.
17. Use Beta Report Generation. Activates a non-standard report generation engine. This is used primarily for customers experiencing issues with embedded fonts or image alignment when generating final PDF reports with the standard system. (Note: If you are not experiencing issues with your PDF reports, leave this option unticked.)
18. Document Download File Name. Sets the file name template for each individual document inside the downloaded ZIP. You can mix literal text with dynamic tokens (First Name, Last Name, Business Name, Cohort Name, Completion Date and others) selected from the picker alongside the field. (Read more on downloading respondent-uploaded documents)
19. Document Download Zip File Name. Sets the file name template for the ZIP file itself, using the same tokens and rules as the field above. If either field is left blank, the system falls back to a default name.
20. AI Project Documents. Select the documents to be used to ground the AI features for this assessment (AI Interpretations, AI Discuss, and the Builder Assistant). Documents are uploaded under Site Settings - Integrations - AI Provider, and only documents in the Indexed state can be associated. Use Save associations to save your selection.
21. Save / Save and Close / Save and go to Assessment Builder.