Creating and editing an assessment task
To create a new task - Assessment go to Learning - Learning Management - Tasks menu:
On the Tasks page click the Add button and select the Assessment task type from the drop-down list:
On the Task page the following fields and blocks are available for completion and configuration:
(1) - Task title – a required field;
(2) - Task description – brief information for the user about the Assessment, which is displayed in the task table, on the task card in the My Tasks;
(3) - Select tag – optionally assign a tag to the task. You can select a tag from the existing ones in the drop-down list, search for it, or create a new one. More details: Tag Management.
Below on the page Blocks corresponding to the task configuration stages are displayed:
- Task Type - Assessment (4),
- Settings (5),
- Assignment (6),
- Results (7).
(8) - Cancel – return to the task table without saving changes;
(9) - Save – save the created task.
Task Type block
The Task Type block is the same for all task types. More details:Task Type block
Settings Block
Clicking the "Change Settings" button opens a menu with configuration options for the Assessment Task.
General Settings
The fields to be completed in this section depend on the selected "Assigning mode" setting.
Assigning mode - the method by which questionnaires will be assigned to the task.
The following modes are available:
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Manually — users to be evaluated and users who will evaluate them are defined manually. The task author identifies all necessary users, creates questionnaires and defines roles.
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Assessment by functional managers - administrator assigns only the users who need to be assessment. The functional manager of each employee is automatically assigned as the assessment. If an employee has multiple functional managers, assessment forms will be assigned to all of them (meaning the system will create several assessment forms for the same user).
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Assessment by organizational structure - the administrator selects only the users who need to be evaluated. The users who will perform the evaluation are determined automatically based on organizational structure relationships.
If "Assessment by functional managers" or "Assessment by organizational structure" is selected in the Assigning mode setting, you must specify the "Assessment collection method":
- For "Assigning mode – Assessment by functional managers" the available "Assessment collection method": "self-esteem" and "assessment is given by manager":
- For "Assigning mode – Assessment by organizational structure" the available "Assessment collection method":
- self-esteem;
- assessment is given by manager;
- assessment is given by colleagues (it is necessary to specify the Number of users selected for the survey);
- assessment is given by subordinates (it is necessary to specify the Number of users selected for the survey);
- assessment is given by randomly selected employees (it is necessary to specify the Number of users selected for the survey).
The method of assigning users to the task-assessment depends on the selected "Assigning mode".
General Settings - Assessment
(1) - Set up the order of filling out the questionnaire by roles - ability to specify the order of completing questionnaires by roles. By default, all assigned assessment questionnaires can be completed by respondents independently of each other. For more details: Setting up the questionnaire filling order by role.
(2) - Enable feedback mode - this function is used when it is necessary to conduct an assessment in the format of collecting feedback (available only for the Assessment by criteria).
If the option is enabled, a mandatory field appears in the settings where you must specify the text of the question for the survey:
More details about this function: Passing an assessment task.
(3) - Notify the manager when the self-assessment is completed - if this option is enabled, the user assigned as a manager in the assessment will receive a notification when their subordinate completes the self-assessment questionnaire.
(4) - Allow the manager to review the results by subordinates - this setting is available only for assessment by criteria . If a manager participates in the assessment, they will have access to the report when this setting is enabled.
(5) - Allow the survey participant to see own received mark - this setting is available only for assessment by criteria. When this setting is enabled, the participant has access to the report.
General Settings - Others
(1) - Allow Commenting - allows the user to leave comments on the task. When this setting is enabled, users can provide feedback about taking the assessment or ask questions. For more details: Comments in tasks;
(2) - Reminders - enables additional reminders about missed or failed tasks (more details: Tasks Reminder).
Deadline
Task deadline - a setting that limits task completion by time (more details Task deadline). By default, Unlimited Completion Time is set.
Additional parameters
In addition to the standard task fields, advanced settings can be created.
If they are created, a Additional Parameters section will appear in the Settings block, where the corresponding fields are available for completion.
For example, in the screenshot, "The cost of training" field has been added, which can be filled in if needed.
User Assignment Block
In this block, users are assigned to the task - assessment. Detailed information is provided in the article: Task-assessment assignment.
Results Block
This block allows you to view and analyze user assessment completion results in detail.
By clicking the Analyze button, you can quickly navigate to the reporting page for the corresponding assessment. For more details: Evaluation report and viewing the results of the assessment by criteria and Evaluation report and viewing the results of the assessment by competencies.