Direct Assessment
Direct assessment is an "expert view" assessment. It does not use the assessment sessions mechanism.
For configuration of direct assessment, see Aggregation Schemas.Direct assessment context objects
Direct assessment is carried out for all context objects available in the Scope section of properties of the object to be assessed (for example an entity).
Assessing objects
To directly assess an object:
1. Open the properties of the object to be assessed.
2. Select the Assessment tab, then click Assess.
3. In the wizard that appears, select nodes to be assessed.
An assessment node comprises:• an object to assess
• one or several context objects (entity for example)
4. Click Next.
You can select values that characterize this contextualized object.
Other questions can be asked if your administrator has configured the questionnaire supplied as standard. For more details, see Aggregation Schemas.5. Specify the measure date in the calendar.
By default this is today's date.
You can select a date earlier than today's date.6. Click OK.
Measures are created for each assessment node (ie. the object to be assessed in a particular context).
You can create several measures on different dates in the same way. As you create measures, the list can become lengthy. In this case, it can be useful to group measures by date in order to easily find those that interest you.
To group by date, click the arrow at extreme right of the header of the Date column and select Group by this field.Modifying values specified at object assessment
The manager can view answers entered by the respondent when performing direct assessment. He/she can also decide to modify values calculated from these answers if he/she considers them inappropriate.
To view answers used to calculate assessed characteristics values:
In the Assessment tab of the assessed object properties, right-click the measurement that interests you and select Display Node.This menu is not available in the context of multiple assessment.Answers used as the basis for calculation of values appear. They are in read-only only.
The responsible/manager can decide to modify values resulting from answers.
To modify assessed characteristics values:
1. Open the properties of the assessment you want to modify.
2. Modify values in the Signed Value column for each assessed characteristic value.
These values replace values calculated from answers given by the respondent.
Initial values are visible in the Calculated Value column.
The values specified in the Signed Value column are not used in reports supplied by default. You can however call a MEGA professional to include these values in your questionnaires.Assessing several objects simultaneously
If you have to assess several objects, it can be quicker to use the multiple assessment table. This table allows you to assign the same value to several assessment nodes of different objects.
An assessment node comprises:• an object to assess
• one or several context objects (entity for example)
Assessing several objects simultaneously
To assess several objects simultaneously:
1. In the solution concerned, click Direct Assessment > Multiple Assessment Table.
2. Click Connect objects to evaluate.
The wizard that appears proposes for example a tree of entities to which are attached the assessed objects.
3. Select an entity.
The tree expands automatically and allows you to select objects assessed in their context.
An object is assessed in the context of elements of the branch from the object up to the root.
Example of tree proposed in HOPEX Internal Control
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.4. Click OK.
The list of objects to be assessed in a particular context appears.
5. Answer the questions asked.
6. When values have been specified, select the assessed nodes and click Validate Assessment.
7. Modify the effective measure date if necessary and click OK.
By default the measure date is today's date. You can select a date earlier than today's date.The effect of validation is to automatically create an assessment in the Assessment tab of the properties of the object to be assessed.
Assessing objects on different dates
You can at any time decide to assess objects that have already been assessed.
To reassess the objects in their context:
1. In the solution of the product concerned, select Direct Assessment > Multiple Assessment Table.
2. Click Connect objects to evaluate.
3. Select the same assessment nodes as those previously assessed.
For more details, see Assessing several objects simultaneously.A dialog box invites you to proceed with a new selection of objects to be assessed
4. Select Yes.
The previous values corresponding to each assessment node are proposed.
5. Keep these previous values or modify them as required, then click Validate.
6. Enter a date for the new measure and click OK.
The most recent measure values appear in the multiple assessment table.
The different measures appear in the Assessment tab of the properties of each assessed object.