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Create Assessment¶
Use this form to start a new assessment for an account.
What you can do here¶
- Select the account and assessment definition
- Set the evaluation date and assignee
- Begin filling in responses
Top Section¶
When creating a new assessment, you'll start with the form header where you:
- Select Account: Choose which account this assessment is for
- Select Assessment Definition: Pick the assessment template from the Library
- Set Evaluation Date: Specify when the assessment was performed
- Assign Respondent: Choose who will complete or is completing the assessment
Pre-filled from the Client Portal¶
If you arrived here by clicking Create This Assessment for My Account in the Client Portal's All Available Assessments tab, the Account and Assessment Definition fields will already be filled in and locked — you don't need to change them. Fill in the remaining fields and submit.
Editor¶
After setting the top section details, you'll use the assessment editor to fill in responses to questions organized by category. For complete details about working in the editor—adding responses, managing categories, and navigating questions—see Edit Assessment.
The editor interface is the same whether you're filling in responses while creating a new assessment or editing responses later in Assessment Details.
Related¶
- Getting Started: Step 3 — Quick-start guide to creating assessments
- All Available Assessments — how clients can self-start assessments from the portal
- Assessments
- Library
- Edit Assessment