This article is a detailed reference guide to the Options Tab in Assessment Settings. It covers settings for assessment availability, open responses, assessor settings, phased assessments, timed assessments, drivers, ReCAPTCHA, PDF options, and font embedding.
The Options tab manages advanced assessment behaviors including availability dates, open response and assessor configurations, timed assessment settings, drivers, and security options.
Tip: This article covers the Options tab within Assessment Settings. For the full overview of all Assessment Settings tabs, see Configuring Assessment Settings.
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).
- 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.
- 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.
Note on fields 1 & 2:
- If the assessment is accessed outside the designated assessment availability time, a message will display saying "Sorry this assessment is not currently available" or "This Assessment is no longer available. Please contact your Administrator".
- If you want to change these messages, you can do this via translations using the label names AssessmentNotAvailable and AssessmentExpired.
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Open Response. 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 Open Response 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 None.
- 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.
- Assessor Only Answers. 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.
- 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.
- 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.
- 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 you have an open response you may want to retain previous answers. This checkbox enables that.
- Support PDF Password. 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.
- 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.)
- Embed Fonts in PDF. If this option is selected the panel below will appear to select the fonts to be embedded.
The following field only appears if Embed Fonts in PDF is selected.
- Add Assessment Fonts. The fonts available to be added will be Fonts that Brilliant Assessments have uploaded plus Fonts that you have uploaded in Site Settings - Design tab.
Tip: If you have this enabled but do not load a font (or there's a glitch when you upload, or you upload the wrong font file), the report won't generate. It will just have the processing message and icon, but won't be able to successfully generate.
- 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.
- 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.
- 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.
Tips for Timed Assessments:
- The timer only appears if the respondent is answering the assessment, not if an Administrator or Assessment Manager is viewing the response.
- If you are testing a timed assessment, and logged in as an administrator or manager, then the timer will not start, and your response will not appear on the Response Times Report available in the Report Manager.
- You can also set a timer at the section level, or both. If you only want to set times for the individual sections you don't need to set an assessment level timer as well.
The following fields only appear if Is Timed Assessment is selected.
- Time Limit. This is set in hours, minutes, and seconds.
- 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.
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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.
- 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.
- 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 Assessment List is selected.
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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.
- 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.
The following field only appears if Use Drivers is selected.
- Add Drivers. Add Drivers, Edit or Delete.
- Save / Save and Close / Save and go to Assessment Builder.
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