Common Features > Using Assessments > Running Assessments > Creating Assessment Sessions > Creating Assessment Sessions From an Existing Template
Creating Assessment Sessions From an Existing Template
The first steps in the procedure for creating an assessment session are identical irrespective of the selected creation mode.
Creating Assessment Sessions
To create an assessment session:
1. In the Assessment Definition tree, select Assessment Session > New.
The session creation page appears.
2. Indicate the Name of the session.
*The Session Manager is initialized with the name of the user that created the session, but this value can be modified.
3. Select the From an Existing Template option and select the assessment template you want to use.
*For more details on:
• The Ad-hoc creation mode, see Creating Ad-Hoc Assessment Sessions.
• The Expert creation mode, see Creating Expert Assessment Sessions.
4. Specify assessment session dates:
• Assessment Planned Begin Date is fixed at today's date
• Assessment Planned End Date.
5. Click Next.
6. Select the Assessed Parameter that corresponds to the object from which the object list to be assessed will be established.
*In certain assessment templates, the scope can be defined by a tree. For more details, see Defining assessment scope by tree.
A preview report of the scope calculated for the session is presented for information.
*This window presenting the list of assessment session parameters remains accessible from the Parameters and Preview tab of assessment session properties.
7. Click Next.
The assessement session creation wizard also offers you to start the session.
There are several possibilities:
• only create the session and close the wizard: to do this, click “Not Now” then OK.
You can reopen the assessment session properties to view its parameters. See Viewing session parameters.
• Start the session “Now”
If you choose this option, you will be able to see the assessment session being launched. This option enables to execute the following workflow transitions at the same time:
• start the session in batch mode after saving (“as soon as possible”)
• Start the session later, specifying the date and hour in UTC format (“scheduled”)
*To specify the UTC format date and hour of scheduled execution, click the arrow then Open.
Viewing session parameters
To view parameters of your session:
*Open the properties of the assessment session and select the Parameters and Preview tab.
The report summarizes:
• the campaign
• the session, its begin and end dates
• the list of assessed characteristics
• the list of objects to be assessed
• the list of assessment context elements
• the list of respondents
• the updated list of assessment nodes
*If you modify parameters of your session, click the Refresh Report button so that your updates will be taken into account in the report.
Defining assessment scope by tree
So that this possibility will be proposed, assessment mode must be appropriately configured.
*For more details on this configuration, see Defining Assessment Template Properties.
The tree allows you to select objects assessed in their context.
For example, a control is assessed in the context of elements of the branch from the control up to the root.
*The tree automatically expands if the Automatic Expand box is selected.
In the above example, if you select the "Manage Human Resources" process, all controls and context objects located at a lower level are selected, as well as all parent context objects up to the tree root.
*If you deselect a node of a branch, only the child elements of this branch are deselected.