Creating an Assessment Template
In the course of assessment template creation, you will define in particular:
• the assessment mode
• how its scope is defined
To create an assessment template:
1. See Accessing Assesment Templates.
2. Click New and indicate the template Name.
3. Specify:
The assessment template created appears in the list of assessment templates.
Specifying the Assessment Mode
You need to choose an assessment mode depending on how you want to use your assessment template.
|
Assessment Mode
|
To be used for...
|
|---|---|
|
Expert
|
single direct assessment (available in object property pages)
 Expert Assessment is not used for multiple direct assessment. |
|
Standard
|
multiple direct assessment + assessment campaigns/sessions
Standard is not used for single direct assessment. |
|
Standard & Expert
|
single direct assessment, multiple direct assessment, assessment by campaigns and sessions
|
|
Data Call
|
collect data from end-users and automatically populate object properties
|
Specifying the Assessment Scope
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By tree
|
use a tree to select objects to be assessed
|
|
By collection
|
define the objects directly, or by using macros or queries
|