Set up your assessment activity in 9 simple steps

We recommend you take the following steps when setting up your Evaluate activity.


Step 1 - Change terminology

Consider the terminology you use, for example, module titles. Read the other preferences section in this article Understanding the preferences page to amend your module name.


Step 2 - Disable roles


In Evaluate you have participants, readers, moderator and approver roles. Read the permission preferences by role section in this article if you want to disable a role Understanding the preferences page For example, if you don't want to use moderator or approver features you can turn these roles off on this preferences page.


Step 3 - Enable and disable tags


You may want to use tags to add data labels to your assessment activity. This for example can be useful to tag areas of improvement to enable to filter your data reports. Read this article to find out how to do this Understanding how to develop tags


Step 4 - Using groups


You may want to use groups to help categorise your data. Read this article to find out how to do this Understanding how to set up departments.

You can also use the departments feature to categorise. If you are unsure, please do not hesitate to use our live chat to get advice. We will be happy to help.


Step 5 - Set-up third-party organisations

You may have purchased a licence that allows you to add users from outside the organisation. For example, from a subcontractor. Read this article to help you set-up third-party organisations
Understanding how to set up third-party organisations . The advantage of using third-party organisation is to allow leads in your subcontractors to see their own control page as well as it helps the system limited what users can be invited into assessment activity.


Step 6 - Set-up departments

Consider allowing your department heads to take control of their department assessments. The advantage of using departments is to allow heads to see their own control page. Read this article to find out more Understanding how to set up departments

You can also use the groups feature to categorise. If you are unsure, please do not hesitate to use our live chat to get advice. We will be happy to help.



Step 7 - Import you assessment

If you have assigned the role client, third-party or department owners to any of your users they can import their own templates. Or you can import on behalf of your team Read this article Import an assessment.


Step 8 - Invite users

Once you have your assessment templates imported you and your owners can invite and remove users. Read this article to find out more Inviting users to participate in your assessment


Step 9 - Schedule your assessment activity using your Quality Calendar

Consider what your development cycle looks like. For example, you may want schedule a review of your assessment on an annual basis or set a moderation date. Read this article to find out more Schedule Evaluate/Enquire activity from the quality calendar

Once you have completed steps 1-9 you should be ready to go!

Updated on: 24/02/2023