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Assessment Details

The Assessment Details page shows all data captured for a single assessment instance, including question responses, scores, and scoring summaries.

What you can do here

  • Review all question responses and scores for an assessment
  • See scoring summaries and category breakdowns
  • Edit the assessment or view the Report Builder for this assessment

Accessing Assessment Details

From Account Details

Account Assessments List

The easiest way to view assessment details is through the Account Details page:

  1. Navigate to Accounts and open an account
  2. Click the Assessments tab
  3. Click any assessment row to open its details

This shows all assessments for a specific account with their status, dates, and assigned executive contact.

From Assessment Collections

Assessment Collections

You can also view assessments from the main Smart Assessments page:

  1. Navigate to Assessments from the main menu
  2. This shows all assessment collections with their active assessments
  3. Click View Assessments on a collection card to see individual assessment instances

Assessment Details Overview

Once you open an assessment, the details page displays:

  • Assessment name — Title of the assessment
  • Account/Client name — The organization being assessed
  • Dates — Start and close dates
  • Status — Current state (Completed, In Progress, Results Review, etc.)
  • Executive Contact — Person assigned to manage this assessment

Below the header, you'll find two main sections:

Responses Section

The Responses section displays each question from the assessment alongside the respondent's answer. Questions are grouped by category, and scorable questions show their assigned point value.

You can: - Review all answers to audit the assessment
- Understand the basis for scores and recommendations - See supporting documentation or notes for answers

See Assessment Question Types for details on how each question type captures and scores responses.

Scoring Section

The Scoring section shows how the respondent's answers translated into the final score. This includes:

  • Category scores — Score breakdown by assessment section
  • Overall score — Final result using the configured scoring method
  • Scoring method — Either Averaged (scores averaged across all questions) or Summed (scores totaled)
  • Scoring sections — Categories like "At Risk", "Could Improve", "Optimal"

See Assessment Scoring for detailed explanation of how scores are calculated and how scoring sections are defined.

Assessment Visibility & Privacy

Assessments can be configured as private (visible only to client users) or public (visible to all authorized users). This allows you to create client-specific assessments that are not visible to other organizations.

What is a Private Assessment?

A private assessment is visible exclusively to users from the client/account organization. It does not appear in public library views or to other accounts. Private assessments are ideal for:

  • Client self-service assessments they conduct without executive oversight
  • Confidential assessments for specific accounts
  • Draft work-in-progress assessments you don't want to share broadly

What is a Public Assessment?

A public assessment is visible to all authorized users in the system. These are typically your standard assessment templates that are used across multiple accounts.

Setting Assessment Visibility

When creating or editing an assessment, you can control its visibility:

  1. Open the Create Assessment or Assessment Details page
  2. In the assessment header, look for the Visibility toggle or dropdown
  3. Select Private to restrict access to the account's client users only
  4. Select Public (default) to make it visible to all authorized users

How Visibility Affects Different Users

For Client Portal Users

  • See only private assessments assigned to their account and public assessments available in the Library
  • Can create their own assessments from the All Available Assessments tab (if enabled)
  • Cannot see assessments marked as private for other accounts

For Administrators & Account Executives

  • See all assessments regardless of visibility setting
  • Can create, edit, and manage both private and public assessments
  • Use View as Client to see the portal exactly as clients see it (excluding private assessments not assigned to that account)

What Clients See in the Client Portal

When clients log into their portal, they see:

  • Their Assessments tab: Shows all public and private assessments assigned to them
  • All Available Assessments tab: Shows only public assessments they can self-start
  • Library: Shows only public assessments available for browsing

Reports Tab

Once an assessment has responses, a Reports tab becomes available on the Assessment Details page. This tab provides access to analysis and export options:

Available Actions

  • View Analysis Report — Opens the Report Builder for full analysis and commentary
  • Export as PDF — Generate a formatted PDF report (if PDF report templates are configured for this account)
  • Export as Web Report — Publish findings as a shareable web report

Report Visibility & Access

Report access is controlled by your organization's configuration:

  • PDF Reports — Available per account based on which PDF templates are enabled on the Account Details page
  • Web Reports — Available per account based on which Web Report templates are enabled on the Account Details page

For more details, see: - Report Builder — Full analysis and writing interface - PDF Reports — Configure PDF report templates - Web Reports — Create and manage web-based reports

Editing an Assessment

From the Assessment Details page, you can edit the assessment to modify responses. The editor shows:

  • Questions organized by category
  • Current responses and answers
  • Navigation between different sections
  • Progress tracking showing which questions have been answered

The editor provides a consistent interface whether creating a new assessment or revisiting responses to an existing one.