Create Assessment Definition¶

Assessment definitions are the templates used to create new assessments. Use the Assessment Editor to build a new definition with sections, questions, and scoring rules.

Getting Started¶

To create a new assessment definition:

Navigate to the Assessment Library (Assessments > Library)
Click the Design Assessment button at the top of the Assessment List
The Assessment Editor will open with a blank definition ready for configuration

Editor Overview¶

The Assessment Editor provides a complete interface for building assessment definitions. You'll configure:

Top Section¶

Assessment Name — The title of your assessment definition
Noun Descriptor — The term used for respondents (e.g., "Facility", "Establishment", "Plant")
Scoring Method — Choose between "Averaging" (consistent scale) or "Summing" (total points). See Scoring for more details on how to configure score zones.
Description — Internal documentation about the assessment's purpose
Summary — Concise overview (appears in the Library list)

Assessment Structure¶

Groups — Organize questions into logical sections (e.g., "Leadership", "Operations", "Technology")
Questions — Add questions within each group, specifying type, parameters, and scoring

Question Configuration¶

Add questions within groups by selecting a question type and configuring its parameters. Each question type has different options:

Text — Open-ended responses (Required, Scorable)
Numeric — Single numeric values with optional units (Min/Max/Step)
Numeric Range — Values matched against score ranges
Multiple Choice — Single selection from predefined options
Multiple Select — Multiple selections with optional limits

See the Question Types page for detailed information about each question type and its configuration options.

Next Steps¶

Once you've configured your assessment definition, see Edit Assessment Definition for comprehensive guidance on working with the editor, managing questions, configuring scoring, and publishing your definition.