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Sending Batch Assessments

If you have multiple teams that need to take the same assessment at the same time with the same AgilityHealth® Facilitator, you can choose to create and launch assessments simultaneously using Batches on the Assessment Dashboard. To get there, visit the Assessment Dashboard and click on Batches next to Scheduler and Assessment List.


Filter Batches

You can filter your batches by using the Assessment Type or Created By filters. You can also search by Batch Name in the search bar, if you have previously created batches. You can click the Excel icon to download the batches into Excel.


Additionally, you can choose to click the down arrow by any column and sort in ascending or descending order. You can select and deselect which columns you can see on the dashboard by clicking the down arrow next to any column and hovering over Columns in the drop down. Then simply check or uncheck the appropriate columns.


Create Batch Assessments

To create a batch assessment, click on the black plus sign next to the Assessment Type filter.


Enter a Batch Name, Assessment Name and choose the Assessment Type from the drop down. Fill in the facilitation information (if you do not know the name of the facilitator it can be left blank). Select the teams you want to include by using the check boxes on the left side. You can search by Team Tag in the search bar and filter by Work Type using the drop down for that filter.

Select if you want to send the assessments to Team Members only or Team Members and Stakeholders. Choose a start date and time, as well as an end date and time for the assessments.

You may then click Schedule to schedule the assessments to be sent at a later date or click Send & Launch Now to send the assessments out by email now.


If you choose to Schedule your assessments to be launched at a later date, you will see a confirmation pop up asking you to confirm the assessment type, number of teams and the start date, as well as who will receive the assessments. Click either No, Cancel to go back and edit your choices, or Yes, proceed to schedule the assessments.


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