A step-by-step guide on setting up assessment attributes before adding questions. It covers general settings, scalar configuration, system-generated emails, and participation tools, detailing each section to ensure comprehensive assessment creation.
With the attributes page open, you will see the following accordion menus:
Each of these sections is explained below in detail.
General Assessment Settings
These settings determine the basic structure of your assessment (Figure 1). Each item is explained below in more detail.

- Outcomes: Choose single or multiple. See this article to understand Outcomes in more detail and help you choose which option is best for your assessment.
- Assessment Text: Chose to present the assessment in the English language and navigation icons or with icons only.
- Question Limit: Add the number of questions you have in your assessment. This should be easy to determine with the best practice of writing your assessment in advance. _Certain plan types have an assessment question limit.
- Randomize Questions: Toggle to turn question randomization on or off. Depending on the flow of the questions in a survey, a respondent might feel inclined to think in a certain direction. Question randomization solves this problem by presenting survey questions randomly to the respondent. _Randomization is not available to Free subscribers.
- Response Score Range: Choose from the four built-in range options (Figure 3 photo inset), or choose Custom and fill in your range in the From and To boxes that will appear.
- Enable User Demographics: Choose Yes to create a section, separate from your outcome-based survey question set(s), in which you can add demographic questions. Demographic responses can be used to filter your outcome and intention assessment data once it is complete. The demographic question section is presented to the user first, after the introduction, and before the open-ended question block at the start, if enabled in option seven below. _Free subscribers are limited to 3 demographic filters and Individual subscribers 5, all other levels are unlimited.
- Enable Open-Ended Questions: Open-ended question block(s) can be enabled and are designed to capture comments and information from participants separate from your outcome-based survey instrument question set(s). You may elect to include having an OEQ block at the start of the survey, in the end, both, or none at all. See this article for more information on Open-Ended question blocks.
HINT: Open-ended questions are also available within the outcome-based survey instrument question sets. See this article for more information on creating OEQ within your survey instrument.
Scalar Configuration
The scalar configuration below (Figure 3) is complete with three scalar levels. You can add up to 20 scalar levels.
Adding 10+ scalar levels will force the color for each scalar level to be selected manually versus through the auto-generated color palette.

Expand the Scalar Color Palette menu to select your scalar colors.
The 'Sequential' and 'Diverging' palette options are permanent and generated by Metolius. 'My Colors' can be set in the System Default Settings. See this article for how to access the Default Settings.

Expand either the User Report - Summary or User Report - Detailed menus to build reports that can be shared with the users upon their completion of the survey. Both report formats are similar in text components but different in the chart that is shown. Click the Preview button to view what the report will look like when shared with the user.

System Generated Emails
These settings determine the System Generated Emails that will be sent to the users taking your assessment. For each assessment created, you can either use the default email messages set up within the system Default Settings, or you can override those defaults by adding messages unique to the assessment you are creating. The purpose of each email is described below. Those marked with an asterisk are required to publish your survey.
- Pre-Start: Sent before the email that assigns the assessment, this email can be used to notify the user that they will soon be assigned an assessment and what to expect.
- Invite*: Shares a unique username and password with the user. These credentials are used to log in and take the assessment.
- Reminder*: Reminds the user to take the assessment if they have yet to start or complete the assessment. Reminders can be triggered manually from the Assessment Progress Report (Assessment Management > View Assessments > Action > Progress Report), or be set up to send automatically when the assessment is scheduled.
- Thank You*: Sent after the user completes the assessment.
- Email Footer: Set up an email footer that will populate all the above emails.

Below is the compose window for the Pre-Start email with a sample message. Options at the top allow for copying a pre-start message from the system Default Settings or Resources. The Search and Add from Resource option will give you the choice to use a message that was previously saved to your resources or use one from resources generated by Metolius. Make sure to review all emails closely as they each share different content and different content arrangements.
After composing a subject line and message content, the message will automatically save and the radio button to the left will contain a green checkmark. However, make sure to click either Save or Save and go to the Questions buttons below to ensure all attributes are saved before leaving the Create New page.

Participation Tools
These settings also communicate with the users taking the assessment. The purpose of each is described below:

1) Introduction
When the user begins the assessment, this introduction will be presented first and should be used to explain the purpose of the assessment. Keep the introduction concise but insightful so the user understands why their participation is important as this will influence them to complete the assessment. Find the Introduction compose window below.

2) FAQ
Set up Frequently Asked Questions to aid your users in understanding their involvement in case they have questions. This may also help prevent unnecessary outreach to your designated contact from the users taking the assessment. Find the FAQ creation window below with an example FAQ in place. Here you can copy from default settings, Add New, or Edit/Delete existing FAQs you've already added.

3) Help Contact
Share information that could help your users, for example, contact information in case they need to reach out for help related to the assessment.

4) Progress Bar
Inform your users of their progress in completing the assessment by setting intervals where celebratory messages and graphics will be displayed

- Determine how many stages your progress bar will have. The example below has two stages, the first at 50% and the second at 100%. If you have a long survey you can add more stages for more encouragement, for example, 25%, 50%, 75%, and 100%.
- Establish the percent complete for each stage.
- Compose your encouraging message.
- Choose where the confetti will fall from, either: None, Center, Left and Right, or All.
- Choose the duration of time in seconds until the following section is shown.
- The Actions available are adding another stage (green plus button), deleting a stage (red trash can button), and previewing the graphics (blue fireworks button).
- Add fireworks to the graphics display or use them independently of the other graphics.
- Add a popping sound to the graphics display.
- Add stars to the graphics display or use them independently of the other graphics.
- If using stars, choose the color you wish to display.
Save Your Assessment
Click the Add and Go to Questions button to save the assessment and move on to adding outcome(s), intentions, and questions. Or click the Save button to save the assessment to add outcome(s), intentions, and questions later.
