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Creating an Assessment

Learn how to create a new assessment in Equip, add questions and sections, adjust settings, and save your assessment for use across your organization.

Written by MaryGrace Flores

📁 Go to Assessments

  • From the left-hand menu, click Assessments.

  • You’ll see a list of all your current assessments.

📄 Select Create Assessment

  • Click Create Assessment in the top right corner of the page.

  • This will take you to a page titled New Assessment.

+ Add Assessment Details

  • Status: Choose Active or Inactive.

  • Type: Select Shared (used across your organization) or Personal (specific to one individual).

  • Description: Add a short explanation of the purpose of the assessment.

  • Category: Assign the assessment to an existing category, or leave blank and decide later.

⚙️ Toggle Preferences

  • Allow Attachments – Let users upload files.

  • Require Signature – Collect a digital signature.

  • Include Summary Questions – Add overall reflection questions.

  • Show Response to Students – Share results with Participants.

    • If enabled, you can also Show Comments to Students.

🔔 Response Notifications

  • Toggle this on to choose who will receive notifications when an assessment is submitted.

📎 Add Attachments

  • Upload any supporting documents for the assessment.

❓ Add New Questions

For each question:

  • Write the Question.

  • Add a Description (optional guidance).

  • Select a Question Type:

    • Date Answer – Pick a date.

    • Likert Scale – Displays a horizontal rating matrix. You can set a Group Label (e.g., “Satisfaction Rating”) to organize related items.

    • Long Answer – Open text box.

    • Multiple Choice – Select multiple answers.

    • Number Answer – Enter a number (toggle Higher is Better or Enable Scoring).

    • Short Answer – Small text box.

    • Single Choice – Choose one option.

Additional toggles:

  • Add Unobserved Option

  • Enable Scoring

  • Allow Comments

  • Allow Attachments

  • Required

Repeat to add as many questions as needed.

📑 Add New Sections

  • Enter a Section Title.

  • Add a short Description.

  • Toggle Include in Exports if you want this section visible in exported reports.

✅ Save Your Changes

  • Select Save to confirm.

  • Your new assessment will now appear in the Assessments list.

Equip Tip: Start simple—add just the required details and a few key questions. You can always edit and expand your assessment later as your organization’s needs grow.

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