1) Choose assessments from the left hand navigation and choose "Manage Assessment Templates"

2) Click: Add New


3) Enter the details: Title (required), Description and Click to Add a Category

4) Choose to add 1 or more categories. Title each category (unique title names required). Choose to add a new item or an existing item.


5) If you select a yes/no item, you will see an item with red and green scoring options. A stoplight item will have red/yellow/green options. You can always select to add more response options to add more colors or you can edit the ones displayed. NOTE: Items must have unique names across all of your assessments as they can be reused on other assessments.

Once you have added an item, you can add additional items using the icons shown:



6) If you choose to add an existing item, you will get a search page of all of the items in your site. You can either click the select boxes to choose items or preview the items on the right before selecting and saving items to your template.



7) Once you have items on the assessment, if you would like to rearrange them, click the layout view in the upper right hand corner.

8) Then Click and drag the handles to the left of the item or category to move up or down in order.

9) Return to Form View to further edit items.

These icons are consistent for the category and items. The chevron will expand the category/icon. The paper will allow you to view/edit the properties including the description for the category or the Scoring Instructions and Explanation/Remediation field for items. The x will allow you to delete. NOTE: you will see on the right hand side the note *In use if the category or item or response is in use. You will also get a warning if you go to delete an item, but you will be allowed to delete - removing it from all assessment events using that category/item (note removing the item from the site however).


10) Once you have added all of the items for the template, be sure to click save. You can now use the template for an assessment event.


Here is a link to the full assessment video: https://youtu.be/330KPh03rfk