HOPEX Assessment : HOPEX Assessment : Assessment Templates
   
Assessment Templates
 
Definition of an Assessment Template
Creating an Assessment Template
Defining Assessment Template Properties
Specifying Assessed Object Type
Managing Assessed Characteristics
Assessment Template Scope
Creating Assessment Deployment Collections
Defining Deployment Collection Filling Mode
Defining Deployment Query Parameters
Assessment Scope Definition Example
Questionnaire templates
Creating Questionnaire Templates
Defining a Presentation
Questionnaire Contents
Presentation of Questionnaire Elements
Accessing Questionnaire Elements
Questions and Answer Types
Creating Questions
Answer types
Question Groups
Creating Question Groups
Creating a Specific Question Group on a MetaClass
Types of Questions to Specify Manually
Answer of Enumeration type (drop-down lists and radio buttons)
Multiple answer
All Answer Types
Presentation Tools
Positioning the presentation tool
Presentation Type
Conditions on question display
Quotation Rules
Creating Quotation Rules
Creating Plugins
Aggregation Schemas
Aggregation Schema Principle
Aggregation Schema Examples
Creating Aggregation Schemas
Simulating Aggregation
Executing Aggregation Schemas
Customization Examples
Triggering a Transition at Questionnaire Closing
Configuring Direct Assessment
Connecting the Objects of an Answer to an Assessed Object
To create an assessment template, you must connect to HOPEX Windows Front-End to access all tools required for advanced use. You must connect with a user with "Assessment Designer" role".
An assessment template is defined from the following information:
Characteristics to be assessed on each of the scope objects
See "Managing Assessed Characteristics".
The Scope specifies in a precise way:
Persons to be questioned.
List of objects to be assessed.
The context in which the objects are assessed
See "Assessment Template Scope".
A context can, for example, be defined by a list of entities, sites or processes.
*Defining the scope allows you to answer the questions "Who - What - Where".
The questionnaire template: specifies the questions and their presentation.
List of questions and possible answers.
Mandatory character of questions.
Questionnaire display options (list or table for example).
See "Questionnaire templates".
The quotation rules define the list of answers used to calculate an assessment characteristic value by specifying the plug-in that performs the calculation. See "Quotation Rules".
The aggregation schema: defines the aggregation method of values obtained by the assessment.