Starting an Assessment in Equip is straightforward and allows you to easily evaluate individuals by completing the assessment questions. Follow these step-by-step instructions to get started:
From Assessment Library
1. Navigate to the Assessments Page
From your dashboard, select Assessments in the navigation menu to access the assessments library.
2. Locate and Start the Assessment
Find the assessment you want to begin. Click the three dots on the right-hand side of the desired assessment and select Start from the dropdown menu.
3. Select the Assessee
A pop-up window will appear, prompting you to choose the assessee (the person you are assessing) from the dropdown list. Once selected, click Start to proceed.
4. Set the Assessment Date
Select the date for the assessment. The default will be the current date, but you can adjust this if needed.
5. Verify Your Information
Ensure that your name is correct in the Name field and that your email address is accurate in the Email Address field.
6. Answer the Assessment Questions
Begin answering the questions as prompted by the assessment. Continue working through each question, ensuring that all required fields are completed.
7. Submit Another Response (Optional)
If you need to complete another assessment immediately after submitting this one, toggle the Submit Another Response option.
8. Submit the Assessment
Once all questions have been answered, click Submit Response to complete the assessment.
From Student Profile
1. Navigate to the Student’s Profile
From your dashboard, select Students in the navigation menu.
Use the search bar or scroll to locate the student whose assessment you need to access.
Click on their name to open their profile.
2. Access the Assessments Tab
Within the student’s profile, navigate to the Assessments tab.
This section houses all assessments associated with the student.
3. Locate and Start an Assessment
Click the Start Assessment button to begin.
A pop-up window will appear, with a dropdown menu, that allows you to select an Assessment
Click Start to begin the Assessment for the student
4. Confirm Response Details
Select the appropriate date for the assessment. The default will be the current date, but you can adjust this if needed.
Your name will be listed as the assessor. If you are filling this out on behalf of someone else, update the name and email.
6. Complete the Assessment
Work through each question in the assessment, ensuring all required fields are completed before proceeding.
7. Submit Another Response (Optional)
If you need to complete another assessment for the student immediately after submitting this one, toggle the Submit Another Response option.
8. Submit the Assessment
Once all questions have been answered, click Submit Response to finalize the assessment.