Common Features > Managing Assessments > Assessments > Managing Assessment Templates
Managing Assessment Templates
 
Accessing Assessment Templates
Creating an Assessment Template
Specifying the assessment mode
Defining assessment scope
Selecting the Object Types to Assess
Managing Assessed Characteristics
Creating an assessed characteristic
How to update the characteristic
Specify Assessment Template Scope
Creating assessment deployment collections
Deployment Collection Filling Mode
Defining Deployment Query Parameters
Creating a deployment query parameter
Managing parameter values
Managing Scoring Rules
Creating scoring rules
Using macros
Aggregation Schemas
Aggregation Schema Principle
Aggregation Schema Example
Creating an aggregation schema
Accessing Assessment Templates
To access assessment templates:
*In your solution navigation menu, select Assessment > Preparation > Assessment Templates.
Creating an Assessment Template
When creating an assessment template, you are going to specify: 
• the assessment mode
• the way the scope is specified
To create an assessment template:
2. Click New and specify a Name.
3. Specify:
• the Assessment Mode, see Specifying the assessment mode.
• Assessment Scope Definition: see Defining assessment scope.
Specifying the assessment mode
 
Assessment mode
To be used for...
Expert Assessment
single and multiple direct assessment
Session
assessment through campaigns and assessment sessions
Standard
single and multiple direct assessment + assessment by campaigns and sessions
 
(= Expert assessment + Session)
 
Execution
control execution
Data call
data collection among users to fill in automatically object properties
Disabled
do not display/suggest the assessment template
Defining assessment scope
 
By tree
use a tree to select objects to be assessed
by collection
Define objects directly, via macros, or queries
Selecting the Object Types to Assess
A number of object types can be assessed as standard.
*All these object types inherit from the “Assessable object” metaclass. To specify that objects of a MetaClass can be assessed, the MetaClass must inherit from the "assessable object” MetaClass.
To specify other object types to assess within the framework of assessment sessions:
2. Open the assessment template properties.
3. Select the Assessed Object Typespage.
4. Click the Connect button.
5. Select the MetaClasses of objects to be assessed and click Connect.
See also: