Following Up Assessment
Consulting Session Results
To consult progress of an assessment session:
Open the page properties of the assessment session and select the Reporting page.You can access these two reports:
• Session Follow-up
• Session Statistics
Session follow-up
This report presents an overview of your assessment session.
It contains gauges that display:
• the % of completed questionnaires
• the % of validated questionnaires
• questionnaires by status
Session statistics
The session statistics report displays:
• the number of assessed objects, contexts and respondents
• for each session, the number of answers and the percentage
Validating Assessment Questionnaires
To access the list of assessment questionnaires completed by respondents:
1. In the navigation menu, click My Tasks > Assessment > Questionnaires to review.
In the page that appears, a section concerns the questionnaires to be validated.
Note that workflow status has passed to "To Be Validated".
2. Select the questionnaire that interests you and click Display Questionnaires.
Content of the questionnaire appears in a new tab. You can view answers.
3. Close the questionnaire display window.
4. If you consider that the questionnaire has been correctly completed, click its icon and select Assessment Questionnaire (To Be Validated) > Validate.
The questionnaire is closed and results are automatically calculated.
Asking a respondent to modify answers
If answers to a questionnaire are not suitable, you can ask the respondent to modify these.
To make a modification request:
1. In the navigation menu, click My Tasks > Assessment > Questionnaires to review.
In the page that appears, a section concerns the questionnaires to be validated.
2. Click the icon of a questionnaire and select Assessment Questionnaire (To Be Validated) > Ask For Modification.
The respondent can modify his/her answers. See Following Up Assessment.Reassigning questionnaires
If a respondent has made a transfer request, you must reassign the questionnaire.
To reassign a questionnaire:
1. In the navigation menu, click My Tasks > Assessment > Questionnaires to review.
In the page that appears, a section concerns the questionnaires to be reassigned.
2. Open the properties dialog box of the questionnaire concerned and select the Reassignment tab.
This tab only appears when the questionnaire has "To Reassign" status.3. Select all nodes to be assessed and click the Reassign button.
4. Using the search page that opens, select a questionnaire and click OK.
If person assignments have been specified (for example, the questionnaire should be sent to a person in the context of a business role in particular), you can reassign the questionnaire in the section provided for this purpose.The new respondent appears in the Correspondent column.
5. Select the icon of the questionnaire and select Assessment Questionnaire (To be Reassigned) > Reassign.
The new respondent receives an e-mail. He/she can complete the questionnaire, status of which is again "In Progress", then submit answers.
Closing the Assessment Session
You can close the session at any time.
To close an assessment session:
1. Open the properties page of the campaign and select the Session tab.
2. In the Assessment Session section, right-click the session that interests you and select Close.
All questionnaires are automatically closed. This operation can take several minutes.
Results are valid only if the session is closed.