Step 3 — Create an Assessment¶

With an account and a Library template ready, create the assessment that ties them together.

Opening the Create Assessment Form¶

Click + Create → New Assessment in the sidebar, or navigate to Assessments → Create Assessment.

Create Assessments form

Field	Description
Account Name	Search and select the account being assessed
Assessment Type	Choose the Library template to use
Title / Name	A descriptive name for this assessment instance
Start Date	When the assessment opens for responses
End Date	When the assessment closes
Direct Recipient	Optional — a specific respondent's email address

Click Save to create the assessment. You will be taken to the assessment detail page.