Assessment Session Steps
Standard Launch of Assessment Sessions
The following is a summary of assessment session steps.
Preparing assessment sessions
An assessment session can be created by a user with Assessment Designer or Assessment Manager profile.
This user must describe scope of the assessment session:
• assessed objects and characteristics
• objects defining assessment context
• identification of respondents
At assessment session creation, the questions asked of respondents, the answer format and the questionnaire presentation must be defined.
For more details, see Creating Assessment Sessions.
Deploying and validating the assessment session
This step is executed by an assessment designer or assessment manager.
Deploying an assessment session consists of preparing all questionnaires sent to the persons questioned.
In the deployment phase, assessment nodes are created from definition elements of the session or its template.
An assessment node is associated with values calculated from answers given in questionnaires by respondents for each of the assessed characteristics. It is created at the time of deployment of the assessment session, or at aggregation. Objects created at deployment are owned by the session and enable determination of the object that will be evaluated, by whom and in which context.Assessment nodes can be reviewed or deleted and must be validated. This phase defines the exact scope of the assessment session.
For more details, see Deploying and validating the assessment session.
Starting assessment sessions
Starting an assessment session triggers sending of questionnaires to respondents, who are notified by e-mail.
Following this start step, respondents can process the questionnaire in the following ways:
• Complete the questionnaire and return it: Answering a Questionnaire
• Delegate questions to other persons: Delegating a Questionnaire
• Have answers validated by another person
For more details, see Starting Assessment Sessions.
Following up assessment sessions
When an assessment session has started, the assessment designer or assessment manager can follow up progress of the assessment session and questionnaires.
For more details, see Following Up Session Progress.
Closing the assessment session
This step automatically closes all questionnaires and result calculation.
Calculation of the value of each assessed characteristic is carried out from the answer given by each person consulted. Execution of aggregation enables consolidation of results obtained taking account of the aggregation schema.
For more details, see Closing the assessment session.
Variations in the Launch of Assessment Sessions
There are other possibilities for assessment session workflow.
At creation of an assessment session, you may, for example:
• Launch the assessment session immediately, which enables to regroup the following steps:
• Deploy the session (Deploying Assessment Sessions)
• Validate the session (Validating Assessment Sessions)
• Start the session (Starting Assessment Sessions)
• Schedule the assessment session, as soon as possible or at a specific date.