Creating Expert Assessment Sessions
Expert creation mode is reserved for experts who want to use queries or macros to define scope of their assessment session.
To create an assessment session in Expert mode:
1. Create a session following the first steps of the procedure Creating Assessment Sessions From an Existing Template.
2. Select Expert.
3. In the Assessment Scope Definition field, specify how you wish to define scope:
• "By Tree"
• "By Collection"
For more details on assessment scope definition, see Defining Assessment Template Properties.
4. Click Next.
5. Complete the list of assessed characteristics explicitly.
For more details, see Managing Assessed Characteristics.6. Complete assessment scope using deployment collections to determine:
• the list of objects to be assessed
• the list of objects defining the assessment context
• the list of respondents
For more details, see Creating Assessment Deployment Collections.7. Click Next.
8. Create a Questionnaire Template.
For more details, see Questionnaire Contents.
A questionnaire template represents definition of questionnaire content: question group, questions, unique or multiple answers and possible answers. It can be associated with a questionnaire presentation specifying display options. The questionnaire template is defined either at assessment template level or assessment session level. Questionnaires sent to respondents are generated from the definition supplied in the questionnaire template.9. Click Next.
10. Specify the Quotation Rules to be applied as well as a MetaTest if required.
A quotation rule defines the list of answers used to calculate the value of an assessment characteristic. It also provides the plugIn handling the calculation.For more details, see Quotation Rules.11. Click OK.