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Creating and Managing Assessment Links

Learn how to create and manage assessment links for assessors completing assessments about selected participants.

Written by Trent Kocurek

Assessment links let assessors complete assessments for selected students or participants. Use a general assessment link when the assessor can choose from the available people to assess, and use a custom assessment link when you want to limit the link to specific students or participants.


Assessment Links vs. Form Links

  • Assessment links are designed for assessor workflows, such as staff or external stakeholders completing an assessment about one or more selected students or participants.

  • Form links are designed for form responses. When a form has Require Subject turned on, each student or participant needs a participant-specific form link.

  • If staff need to complete the same tool across selected students or participants, an assessment may be a better fit for future workflows.

  • If the content already exists as a form, contact the Equip team before rebuilding it manually.


Copy a General Assessment Link

A general assessment link allows an assessor to open the assessment and choose who they are assessing from the available people.

  1. Go to Assessments.

  2. Open the actions menu for the assessment.

  3. Select Copy General Link.

  4. Share the link only with intended assessors.


Create a Custom Assessment Link

A custom assessment link limits the assessment to selected students or participants.

  1. Go to Assessments.

  2. Open the actions menu for the assessment.

  3. Select Generate Custom Link.

  4. Choose the students or participants the assessor should be able to assess.

  5. Select Create Link.

  6. Copy the generated link and share it with the intended assessor or assessor group.


Manage Existing Links

  • Open the assessment details page and review the Links section.

  • Use Copy Link to copy an existing custom link.

  • Use Edit Link to change which students or participants are included.

  • Turn a link inactive when assessors should no longer submit new responses from it.

  • Existing responses remain available even if a link is made inactive.


Benefits

  • Control who can be assessed - Limit custom links to selected students or participants.

  • Support staff and stakeholder input - Share assessment links with the people who need to complete them.

  • Keep responses organized - Responses are associated with the selected assessment and person assessed.

  • Pause access when needed - Make links inactive without removing prior responses.


Best Practices

  • Use clear link titles when creating custom links for different groups or time periods.

  • Only share links with intended assessors.

  • Use custom links when assessors should only assess specific students or participants.

  • Review active links regularly and deactivate links that are no longer needed.

  • For subject-required forms, use Invite Responder or the Form Links Report instead of assessment links.


FAQs

What is the difference between Copy General Link and Generate Custom Link?
Copy General Link copies a broad assessment link. Generate Custom Link creates a link limited to selected students or participants.

Can staff use an assessment link to assess selected students or participants?
Yes. Assessment links are built for assessor workflows where staff or other stakeholders complete an assessment about selected people.

Can I make an assessment link inactive?
Yes. Inactive links prevent new responses while keeping existing responses available.

Should I use an assessment or a subject-required form?
Use an assessment when assessors need to complete an assessment workflow for selected people. Use a subject-required form when the content is a form response that must be saved to a selected profile.

Can an existing form be changed into an assessment?
If you already built the content as a form and think it should be an assessment, contact the Equip team before rebuilding it manually.


Related Articles

  • Sending a Form

  • Invite Responders to Fill a Form

  • Form Links Report

  • Assessment Links Report

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