Main Menu - Assessment Management

From creation to editing, to deployment, the Assessment Management menu is the one-stop shop for managing assessments.

Create New

Start here once you have your assessment written and you wish to build it into Metolius for the first time. Here you will establish your assessment attributes, which consist of General Assessment Settings, Scalar Configuration, System Generated Emails, and Participation Tools. See this article for how to create an assessment.

Create From Existing

Get a head start on creating an assessment by copying one of your existing assessments or using a template from the Master Resources; once we get it established, the Metolius community. See this article for how to create an assessment from an existing one.

Review & Edit

This feature provides the option to revisit the attributes page of any assessment, those that are still in design mode, and those that have been published and deployed.

Changes can only be made to assessments in Design mode, once published editing is locked.

Assessments must be published before they can be assigned or scheduled. If you find an error in your assessment after publishing, you can simply duplicate the assessment with the Create from Existing option, make changes to the copy, and then publish the corrected version.

Assign

To get your assessment completed by those it's intended for, it must be assigned to them. Your assessment participants will receive an email with a username and password and a link to the assessment. Before assigning an assessment, you will need to add your participants to Metolius organized by department and company. See this article for assigning an assessment. See this article for how to add participants.

Schedule

For those on the Professional plan and above, you can schedule your assessment to start and stop on particular dates. Also included is the option to schedule automatic reminders to be sent to those who have not completed the assessment. On the fly-out menu is the option to edit or cancel an existing schedule and to view a log of all the schedules, past, present, and future.

View Assessments

To see all your assessments at once, no matter what stage they are in, visit the View Assessments page. Here you can sort their order and filter by status.

View Crosswalk

The Crosswalk provides a comprehensive view of the assessment in a matrix or spreadsheet format. You can see all the assessment elements at once, the number of questions, sub-questions, outcome(s), intentions, the question itself, response options, scoring, etc.