Create an assessment using the assessment designer

The assessment designer includes a design canvas, a header bar, and many controls for creating assessments.

Before you begin

Role required: sn_compliance.attest_creator, sn_compliance.manager, sn_compliance.administrator

Procedure

  1. Navigate to Risk > Administration > Assessment Types.
  2. Click Assessment Designer.
    The designer contains the following elements:
    • Controls
    • Header bar
    • Design canvas
  3. Enter a name in the Name field above first category in the canvas.
    A blank question field appears in the category container.
  4. Drag a control onto the designer canvas to create a question of that type.
    Table 1. Question controls
    Data type Description Scored
    Attachment Question with a Manage Attachments icon that allows users to attach one or more files. Y
    Boolean Question with a check box or a Yes/No list for user responses.
    Choice List of predefined options. For more information, see the definition for Choices. Y
    Date Date field. N
    Date/Time Date and time field. N
    Number Number field with predefined minimum and maximum values. The default is 1-10. N
    Percentage Percentage field with a prescribed range. N
    Scale Predefined Likert scale. Answer options appear as radio buttons. Y
    Numeric Scale Selectable number scale. The default is 1-5. Answer options appear as radio buttons. Y
    String Single or multi-line text field. N
    Template Choice list of templates that provide a predefined scale of options. . Y
    Reference Choice list of fields from a specified reference table. This data type does not support reference qualifiers.
  5. Click one of the following tabs to change the view in the canvas:
    OptionDescription
    Design Add categories and questions, and configure the properties of each. This is the default view of the canvas when you open the designer.
    Configuration Create introductions and end notes for assessments, and select a signature.
    Availability Select the recipients for each category in the assessment.
  6. Point to the menu icon in the upper right of the Assessment Designer to select one of the following options:
    Note: The availability of each option depends on the status of the a that is opened in the designer.
    OptionDescription
    Save Save the current assessment.
    Preview Display a preview to the selected recipients.
    Publish Distributes the assessment to the selected recipients.
    Save and Publish Saves and distributes the assessment in one step.
    New Attestation Opens a fresh canvas for a new assessment.
    Load Attestation Opens a list of existing assessment that you can select and edit.