Creating a Public Assessment Link

by | Sep 26, 2017 | How To | 0 comments

  1. In order to create a Public assessment link first, you must have an assessment template completed, but we’re sure you already knew that! Now that you have selected an Assessment template that you want to create a public assessment link to you can generate a URL. In order to do this, you must click on the Assessment Development Wizard tab.Macintosh HD:private:var:folders:nd:wcmyz9g54xg7lr_6pp8zvqs80000gn:T:2017-08-18_13-52-31.png
  2. Once you are on this tab you are going to click on the Assignment Generator tabMacintosh HD:private:var:folders:nd:wcmyz9g54xg7lr_6pp8zvqs80000gn:T:2017-08-18_13-48-12.png
  3. On this tab, you will fill in the required information. For Assessment Template you will select the Survey name that you are generating a URL for. For Assessable Object, you will select any of the available options for the sake of testing we will select Account. Then you will select Assessable Records and choose a record to associate it to.
  4. In order to associate it with a record that falls within Accounts, it is important that we have a record in our Accounts. To do this you would click on the accounts tab and click the “New” button and fill in the fields. For the purpose of testing, you can enter in anything that you want that makes it easily identifiable as a test account record.
  5. Once that record is generated in accounts that are the record you will associate the public assessment to in the assignment generator page.
  6. Then in Number of records, you will enter 1, and you will not need to enter in an expiration date. Then you will click Save and a message will generate informing you that you will receive an email when the record has been generated.
  7. Now you will need to navigate to the Public Assessment Tab which can be found in the drop-down tabs on the top right of the page.Macintosh HD:private:var:folders:nd:wcmyz9g54xg7lr_6pp8zvqs80000gn:T:2017-08-18_14-28-08.png
  8. Once on the Public Assessment home page you will need to click the “Go!” button to view all the available public assessments (at this point you should only have one here so it should be easy to find).Macintosh HD:private:var:folders:nd:wcmyz9g54xg7lr_6pp8zvqs80000gn:T:2017-08-18_14-32-13.png
  9. You will be brought to a page where your public assessment is and you will click on the public assessment URL and this will open a tab with your test survey in it.Macintosh HD:private:var:folders:nd:wcmyz9g54xg7lr_6pp8zvqs80000gn:T:2017-08-21_12-08-19.png
  10. A new tab should open with your survey displayed. At this time you can enter in an input to the question and click the submit button. There should be a brief loading screen and then your answer should be submitted. If no errors pop up during this process you have successfully created a Public Assessment.

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