Creating an Assessment Group can be a useful way to create public assessments for a group of people or clients all at once while keeping everything organized. When it comes to creating a group that only requires adding a handful of people it is not too hard to just go through the picklist and select out the Contacts that you need, but let’s say you are wanting to create a group of 100 people this may become tedious.

To handle this issue we have provided the option when creating a group to select the Upload Assessable Record button where you are able to load a CSV file. The format for this CSV file can be found by clicking on the sample file. The format for submitting a CSV file is on each line there is only an ID, no additional information is required.