An assessment instance represents one occurrence of a questionnaire assigned to one user.

Before you begin

Role required: survey_admin, assessment_admin, or admin

Procedure

  1. Navigate to All > Assessments > Assessment Instances.
    The following sub-modules are available based on the state of the instances:
    • Ready to take: Displays assessment instances that are ready to be taken by the user. By default, these instances are sorted in ascending order by the Number field.
    • In progress: Displays assessment instances that are in progress. By default, these instances are sorted in ascending order by the Number field.
    • Completed: Displays assessment instances that are complete. By default, these instances are sorted in descending order by the Taken on field.
    • Cancelled: Displays assessment instances that are cancelled. By default, these instances are sorted in ascending order by the Number field.
    • All: Displays assessment instances in all states. By default, these instances are sorted in ascending order by the Number field.
  2. Open the record from the required sub-module by clicking an assessment instance number.

    By default, the fields in the following table are displayed in the Assessment Instance form for all sub-modules other than Completed.

    Note: When you open an instance in the Completed sub-module, you are redirected to the User's Response page.
  3. Click Take assessment to open the questionnaire.
    For more information, see Take an assessment.
    This button is available if all the following conditions are true for the assessment instance:
    • It is Assigned to you.
    • The State is Ready to take or In progress.
    • The associated metric type is Active.