How do I edit Talent Development Assessments after they are created?
Edit Assessments for All Participants at Once
If you have created a Talent Development Assessment but need to make edits for the whole team's assessments, this is mostly done through the Batch Edit screen for the Roll Up Assessment.
You can access the assessment for just one Participant on the team and add Reviewers for them, resend a Reviewers email for just that Participant and get the link for a Reviewer to send them the assessment directly by editing that one Participant's assessment, as directed below.
Access the Batch Edit screen by going to the team's Individual Assessment Dashboard and hovering over the Roll Up Assessment that is created after creating Talent Development Assessments for a team of individuals. When you are hovering, click the pencil icon to edit the assessments all at one time.
After clicking the pencil icon, the Batch Edit modal will pop up. The top navigation will stay present as you switch screens within the modal. You can save, cancel, delete or exit the Batch Edit using the buttons and icons in the top right. Make the necessary changes and then click Save!
Edit Assessment Details
On the Assessment screen, you can edit information about the Assessment Name, Point of Contact and Assessment Schedule. This functions similarly to the screen used to create the assessment.
Click the calendar icon to edit either the date and/or time for the Assessment Start and/or End Date.
Edit Participants or Reviewers
Click the Participants/Reviewers tab to move to the next screen. Here you can Add Additional Participants to the assessment, change the options Participants have access to and Add Reviewers to one or more Participants.
If the assessment has already been published and the Start Date has occured, the Participant(s) and Reviewer(s) you add will receive their emails immediately. If the assessment was in Draft mode, the emails will not be sent until the Start Date occurs.
Clicking Viewers will take you to the Viewers tab. Here you can edit the users who have access to results for this team. You can add or remove Viewers.
Once you are finished editing the assessment, don't forget to click Save!
Edit One Participant's Assessment
You can access details for just one Participant's assessment details by going to the team's Individual Assessment Dashboard and hovering over the Participant's radar image that is created after creating Talent Development Assessments for a team of individuals. When you are hovering, click the pencil icon to enter the Participant's assessment.
Once inside the Participant's assessment, you can add additional Reviewer's for them by clicking the Add Reviewers link at the bottom. If the assessment has been Published and the Start Date has occurred, adding a Reviewer here will send the Reviewer an email immediately.
Some companies that use AgilityHealth choose to enable a few additional features, as described below. If your company has not enabled these features, these will not appear for you.
If you hover over a Reviewer's row, you can see if their email has been sent, if the envelope icon has a check mark next to it. To resend their email, just click on the envelope icon.
You will be asked to confirm if you want to resend the email to the Reviewer.
You can copy the link to the Reviewer's assessment to send to them yourself by clicking the link icon. You will know the link has been copied and is ready to be pasted when you see the confirmation message.