Creating and Starting a Reassessment/Incremental Assessment

Owned by Evan Thomas
Last updated: Nov 07, 2023
3 min read

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This article will explain how you can take a completed assessment that you have created, and re-assess the data that was collected during that year.

Below are a few use cases for an incremental assessments…

  1. A question set was updated/changed and there are new questions that require answers to get answer coverage to 100%

  2. Assessment in Year 1 is a complete Assessment. Assessment in Year 2 to re-ask Questions about Deficiencies, as well as new Questions that have never had their first answer in Year 1

  3. Assessment in Year 1 Winter to re-ask Questions that were N/O in the summer

Written Instructions:

  1. From the Dashboard, navigate to the sidebar dropdown (three white bars) in the top left of the page

  2. From here, select Assessments, and from this dropdown, select Assessment Dashboard

     

  3. To perform the re-assessment, you must select an assessment that has already been completed! Once on the assessment dashboard, you will need to find the completed assessment at the location you would like to re-assess. Select that assessment.

     

  4. Once on this assessment’s detail page, there should be a re-assess button at the top of the screen. This will inform you of the latest template that will be used for the re-assessment. Select continue.

     

  5. This will bring up the assessment creation stepper, which is the same stepper with instructions outlined in our “Creating a New Assessment” article. The most notable step in the re-assessment stepper flow is Step 4, which is “Import Answers and Required Answers.

    1. In this step, you will have the ability to select what answers are going to need to be reviewed and ratified for verification by the assessor, before this assessment being created can be closed. As guidance:

      1. if you select Start fresh, all the information that is contained in the assessment template will require answering (essentially, a full new assessment)

      2. If you select import, and then select compliant and deficient → all questions that have a compliant or a deficient answer will need to be ratified.

      3. If you select import, and then select ONLY deficient → all questions that have a deficient answer will need to be ratified (example below).

      4. The answers summary will let you know how many questions will actually be required to complete the assessment based on the selected import criteria

       

  6. You will continue through the assessment stepper, and be brought to the summary page, where you can confirm and create this re-assessment.

     

  7. Once you have completed entering the information you’d like to enter for this assessment, you will be brought to the assessment details page as you normally would, and you can hit begin.

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