Edit an Assessment

Assessments are a group of customizable fields that you can add to Items to perform regular audits or checklists. 

This support page will discuss: 

• Who can edit Assessments?
• How to edit an Assessment

Who can edit an Assessment? 

Anyone with the "Quality Admin" System Role Permissions can edit all Assessments and their fields. 

Edit an Assessment

To edit an Assessment, go to the Admin section and navigate to the Assessments administration page.

This page will contain a list of existing Assessments. Find the Assessment you want to edit, then: 

• Hover over the Assessment, and select the pencil icon on the right.
• In the Edit Assessment window: 
  • Name (required): Update the Assessment's name. 

• • Description: Enter an optional description. The description will appear in the Assessments administration page and as a tooltip when users add the Assessment to an Item.
  • Max # of Assessments Performed (required): Define how many instances of this Assessment users can create beneath the same parent Item. 
    • This field has a minimum of 1 and maximum of 366. 
  • Parent Templates - Auto Create: The Assessment will be automatically added as a Panel to new Items belonging to one of the Templates in this field. Expand the drop-down to select the appropriate Templates.  
    • Only Templates with Assessments enabled will be available in this drop-down. 
    • To set additional rules for when the Assessment will be automatically added to new Items belonging to one of the specified Templates, click the filter icon to the right of the drop-down. Add the necessary rules, then click Save.
      
      This Assessment will only be added to new Items that belong to one of the specified Templates and meet these additional requirements.
  • Parent Templates - Available: The Assessment will be available to be added to Items belonging to one of the Templates in this field. Expand this drop-down to select the appropriate Templates. 
    • Only Templates with Assessments enabled will be available in this drop-down. 
    • To set additional rules for when the Assessment will be made available on Items belonging to one of the specified Templates, click the filter icon to the right of the drop-down. Add the necessary rules, then click Save.
      
      This Assessment will only be available to be added to Items that belong to one of the specified Templates and meet these additional requirements.
  • Auto Title Format: Use this field to automatically add extra information to the title of each newly created Assessment Item. This helps ensure a consistent naming format across all Assessment Items.
    • Enter #parentName to automatically add the parent Item's name to the title of the new Assessment Item. 
    • Enter #assessmentName to automatically add the Assessment's name to the title of the new Assessment Item. 
    • Enter #date to automatically add the current date to the title of the new Assessment Item. 
    • Enter #dateAndTime to automatically add the current date and time to the title of the new Assessment Item. 
  • Required Roles: By default, an Assessment can be added to an Item by anyone with the "Edit" permission for Items in the relevant Locations, or the "Assign" permission for Items using the Standard Team Type, as well as anyone on the Item's Team except for Followers or Participants. However, you can restrict this Assessment such that it can only be added to an Item by someone with a particular System Role.
    
    Expand this drop-down to select the appropriate System Roles. Users must have any of the entered Roles to perform this Assessment Type. 
  • Required Locations and Level Types: By default, an Assessment can be added to an Item by anyone with the "Edit" permission for Items in the relevant Locations, or the "Assign" permission for Items using the Standard Team Type, as well as anyone on the Item's Team except for Followers or Participants. However, you can restrict this Assessment such that it can only be added to an Item by someone with a particular Location or Locations belonging to a particular Level Type. 
    
    Expand this drop-down to select the appropriate Locations or Level Types. Users must have any of the entered Locations or Level Types to perform this Assessment Type. 

• • The Enable Weighted Scoring checkbox: This checkbox will be available if at least one of your organization's Weighted Score Groups is enabled for Assessments. It allows you to generate Weighted Scores for Assessment Items. When selected, an additional drop-down will appear.
    • Weighted Score: Any Weighted Score Groups set as "Available on Assessments" will appear in this single-select dropdown. When you associate an Assessment with a Weighted Score Group, any of its fields using the dropdown, checkbox, or radio button type can have weights applied to their values. These weights are then used to calculate the overall score based on the configuration of the selected Weighted Score Group.
• Select Save. 

Next Step

If you also need to edit the fields that are included in the Assessment, check out this support page: 

• Edit an Assessment's Fields