How can we help you?

Scheduling an Assessment

If this feature is enabled for your company, you can create assessments ahead of time, fill in whatever information you know at that time and save them as a draft. When you have gathered the rest of the information and are ready to schedule the assessments, the Assessment Scheduler is available.

To get to the Assessment Scheduler, start from the Assessments Dashboard and then click on the Scheduler tab, next to Assessment List and Batches.


Create Draft Assessment

You can create a draft assessment, without team members, stakeholders, or many details by clicking the Create Draft Assessment button. This will allow you to block the time on the scheduler so Company Admins, Team Admins, and Facilitators can see what is scheduled.


You can also create a draft assessment by clicking on the time you would like the assessment to start on the day you would like to hold the assessment in the scheduler. This will open the Create Draft Assessment pop-up box.


Fill in the details and click Create Draft Assessment to save the assessment in the scheduler. If you chose a Facilitator in the creation process, the assessment will appear in blue in the scheduler. If you did not choose a Facilitator, the assessment will appear in orange.

The gray/white pencil icon in the upper left corner of the calendar item tells you the assessment is in draft form and not yet published and launched. The green/white checkmark icon in the upper left corner of the calendar item tells you the assessment is published and launched. 


Export Schedule

You can export the calendar view to a PDF for your records by clicking on the Export to PDF button.


Change the Calendar Week

You can click on the arrows next to today to advance or go back to another week. You can also click on the blue text that shows the current week you are seeing in the scheduler to bring up a calendar and pick another week to view.


Change the view to be for a day, workweek, or month by clicking on the appropriate button on the Scheduler page.


Viewing and Filtering Assessments

You can use the filter options to display different assessments in the scheduler calendar. Simply choose an option(s) from the dropdown. You can click the circling arrows if you need to refresh the view.



Send Batch Assessments

You can choose multiple assessments and launch them simultaneously by clicking the Send Batch Assessments button.


To learn about creating a batch assessment, visit Creating and Launching Batch Assessments

Was this article helpful?
0 out of 0 found this helpful
    Download article


Please sign in to leave a comment.