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Sending an Assessment

MaryGrace Milligan avatar
Written by MaryGrace Milligan
Updated over 4 months ago

Equip’s Assessments provide a flexible and efficient way to gather valuable insights. Whether you’re sending an assessment for a one-on-one evaluation or distributing it to multiple individuals, Equip simplifies the process with personalized, secure links. Here’s everything you need to know about sending assessments.


Sending an Assessment for One-to-One Evaluations

If you need to send an assessment for a specific individual (e.g., a mentor assessing a single mentee), follow these steps to create and share a personalized link:

1. Go to the Student’s Profile

  • Navigate to the consumer’s profile and click on the Assessments tab.

2. Select the Assessment

  • Locate the desired assessment, click the down arrow next to it, and select Invite Assessor.

3. Choose the Assessor

  • From the list provided, select the person who will be completing the assessment (e.g., the mentor).

4. Copy the Personalized Link

  • A unique link will be generated specifically for the selected individual. Copy this link and share it with the assessor.

This link ensures that the assessment is directly tied to the mentee and can be reused for future assessments without needing to generate a new link.


Sending an Assessment for Multiple Assessors

If a mentor or assessor is responsible for evaluating multiple individuals, you can generate a shared link for the assessment. This approach is ideal for efficiency and allows the mentor to evaluate multiple mentees within the same workflow.

1. Navigate to the Assessments Section

  • From your dashboard, go to the Assessments tab in the navigation menu.

2. Generate a Shared Link

  • Select the three dots to the right on the Assessment of your choosing

  • Select the Generate Link option.

  • Select which students you would like to be associated with this Assessment Link

3. Copy and Share the Link

  • Copy the shared link and send it to the mentor. When the assessor opens the link, they’ll be prompted to enter their information and select which student they would like to assess. Only the students that were selected when generating the link will be shown.

This shared link eliminates the need to create individual links for each student, making it perfect for group assessments.


Benefits of Equip’s Assessment Links

Personalized Links for Individual Tracking: Tie assessments directly to specific mentees for accurate and organized data.

Shared Links for Group Efficiency: Simplify the process for mentors assessing multiple individuals.

Flexibility and Convenience: Reuse links, monitor progress, and ensure seamless communication.

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