ClearCompany Learning: Cultivate Assessments

In this article, we guide users on how to create and assign assessments in your learning platform, including self-assessments and 180/360-degree evaluations. Administrators can design customized evaluations using various question types to assess skills and competencies. We also cover setting up results criteria and automated notifications, enabling personalized learning paths and targeted content recommendations, all to support continuous development.

In this article:
Assessment Overview
Create Assessment Object
Assign Assessment

Assessment Overview

Assessments in your learning platform offer a robust tool for conducting Self, 180, and 360 evaluations, which administrators can create and manage like any other learning object in the platform. The assessments allow for multiple question types, including linear scales, radio buttons, dropdown menus, essay-style answers, and textbox entries. This flexibility enables a comprehensive evaluation of skills and competencies.

These assessments provide actionable insights by highlighting knowledge and skills gaps and facilitating customized learning plans. For instance, if a learner identifies an area where they need improvement, the system can automatically recommend foundational learning content to bridge the gap. Conversely, high self-assessment scores can trigger recommendations for advanced content, encouraging continuous development. This adaptive approach supports both personalized learning and skill advancement for users.

Create Assessment Object

Right

In order to be able to create an assignment, users will need to have the Add Assessment right found under the Object Add rights tree.

Create an Assessment Object

1. From the Administration dashboard, navigate to Learning Objects > Manage Objects and click +Add Object.
2. Select Assessment.
3. Complete all required fields.
   • Object Name
   • Owner Group
   • Users Can Review Answers
   • Status
     • To assign the object, you must move it to Active status. You can continue editing the object while it is in draft status.
4. Click Save.
5. Upon Saving Tabs will appear at the top of the page.

Adding Sections

1. Click on Sections.
2. Give the section of the assessment a name by typing in the Name box on the right-hand side. Click Add to add the section to the assessment. Repeat the process for all sections in your assessment.
   • You can always return to this section and continue editing as you create the assessment.

Adding Questions

• Click the Questions Tab.
• On the right-hand side, choose the section the question will fall under.
• Choose the Question Type
  • • Types of questions include Linear Scale, Radio, drop-down, Essay (Long answer), and Text Box (Short answer)
  • Enter the question text
  • (OPTIONAL) Upload an image tied to the question you are submitting.
  • Choose if the question should be active or inactive.
    • Inactive questions will not appear on an assessment
  • Click Add
  • Repeat this process for all questions in the assessment

Question Configurations

• If you have a Linear Scale Question: You will be asked to select the range for the scale and label the start and end points of the range before adding the question. These will be set at 0-10 with blank labels by default.
• Radio and dropdown questions need to be configured in the Answers Menu, which will appear AFTER you have added the question.
  • Click on Answers
  • The Answers Modal will pop up
  • Enter the answers one at a time in the Answer Text box
  • Assign Points to each answer
  • Choose if that answer should be active or not
  • Click Add
  • Once all answers have been added click the X in the upper right to close the Answers modal.
  • Repeat the process until all answers have been added to the questions

Adding Results

1. Click the Results tab.
2. On the right-hand side choose the section you want to add results to:
   • Choose the Comparator
     • Comparators include greater than, equals, and less than
   • Set a point target
   • Add the text you want to display in the Result Text box
   • Click Add
   • Repeat as many times as needed to gather all results

Configuring Results

1. Once results have been added, you will need to configure the objects that appear when the criteria are met. Click Objects.
2. The Objects Modal will pop up.
3. If you know the name of the course you would recommend you can search for it, otherwise, you can filter by Object type, object status, and author.
   1. Clicking More Filters will allow you to search by tag.
4. Click the green plus (+) button to add the course to your results.
5. To remove courses from the results click the Red X button.
6. Once all courses have been added to the results click the x in the upper right to close the Objects menu.

Assign Assessment

Self-assessments can be assigned the same way as other objects in the system. You can find that process here Create an Assignment.

Assign 180

1. From the Administration dashboard, navigate to Assignments> Manage Assignments and click +Create Assignment.
2. Click Assign by Assessment.
3. Fill out the Fields to build your assignment. Yellow fields are required.
   • Batch Name: Internal way to identify the assignment batch. This is helpful because you can have multiple objects for a single assignment. We recommend determining a consistent naming convention for your Admin team. Not visible on the front end.
     
   • Start Date: When the Assignment will go live - you can schedule ahead of time.
   • Due Date: There are a couple of ways to determine the Due Date for an Assignment. Note: this decision impacts Edit Email Reminders and Recurring Assignments.
     • None: Assignments will always be assigned and is considered required, but there is no set due date. This means it will never be marked as “Over Due”.
     • Dynamic Date: Use this to give a certain amount of time from the assigned date (30 days, 60 days, etc). This is beneficial if you have someone added to an Assigned group after it goes live and you want to ensure they have an adequate amount of time to complete. This is measured in calendar days.
     • Specific Date: Use this to assign a specific date. This can be useful for mandatory training with explicit deadlines.
   • Edit Email Reminders: This is where you build reminder emails. You can make edits to the email template and also CC Managers. When the reminder is sent, is determined by the Due Date selection.
     
     • Dynamic Date: you will choose Days after assigned on date to determine when the reminders are sent.
     • Specific Date: you will choose a Specific Date for sending reminders.
     • You can add as many reminders as you would like; any user that has not completed the training will receive this email.
     • Send New Assigned Training Emails: You are able to send an email to Users once the Assignment is live. If you select yes, you will be able to edit later in the Assigning process.
       
   • Comments: This is optional; comments are used for Admins with Rights to access and edit assignments. These are not visible on the front end.
4. After filling these fields out, click Continue.
5. Navigate to the Select Users to Evaluate tab. This is where you will select the users to be evaluated by clicking the Action button. Selected users will show up in the right-hand column. Note: these are not the users that will receive the assignment.
6. Navigate to the Select Evaluators tab. This is where you will select the users that will be assigned to complete the assessment on the selected users. clicking the Action button. Selected users will show up in the right-hand column.
7. Evaluators selected will default to evaluate ALL selected users. To update this, click the pencil icon for the evaluator.
8. In the Edit Evaluator popup, you can add or remove users to be evaluated using the green plus icon to add users or the red x icon to remove a user. Reminder: the users being added and removed are the people being evaluated.
9. Once you’ve made your changes, you will see the total number of users being evaluated by each evaluator in the column. This provides a good way to quickly check before moving forward.
10. Navigate to the Select Assessments tab. Here you can add your Assessment object using the action icon. All selected objects will show in the righthand column.
11. Navigate to the Confirm tab. Verify your information. Reminder that the 3 selected are the evaluators who will be assigned the assessment. When you are satisfied, click Confirm Assignment.
12. If you opt to Send a New Assigned Training Email, you will be prompted to verify the email. You can select the template in the top right-hand dropdown. You can also add CC recipients, edit your title, and edit your subject.
13. Once you’ve confirmed, click Save.