Equip’s Assessments feature enables you to measure progress, track outcomes, and evaluate data over time. Whether you’re monitoring student growth, assessing program effectiveness, or tracking skill development, assessments are designed to provide actionable insights in a structured and customizable way.
Steps to Create a New Assessment
1. Navigate to the Assessments Page
From your dashboard, select Assessments in the navigation menu.
Select Create Assessment to start building a new assessment.
2. Add Assessment Details
Type: Select the type of assessment, Shared or Personal.
Shared Type - for assessments that are shared across your organization. Select this option if the form needs to be used by multiple people or roles or if it should be a standardized form.
Personal Type - for assessments that are personal or related to a particular individual.
Title: Give your form a clear and descriptive name (e.g., Weekly Performance Assessment). This title will be visible to all users who take or receive your assessment.
Description: Provide a brief explanation of the form’s purpose. This section may be used to explain the purpose of the assessment or give a brief overview of what to expect.
Category: Organize your assessment by assigning it to an existing category. You can select from the list provided, or leave it blank and decide later. Categories can be further customized from the list.
3. Add Form Preferences
Toggle any of these features to customize your form's settings:
Allow Attachments
Include Summary Question
Show Responses to Clients
Show Comments to Clients
Enable Notifications
4. Add Questions
Select New Question to get started with question creation
Select the Question Type:
Date Answer: Select a date
Long Answer: long answer text box
Multiple Choice: Multiple answers can be selected
With this question type, you will have the ability to add answers
Number Answer: Number answers can be inputted
Short Answer: Short answer text box
Single Choice: Single answer can be selected
With this question type, you will have the ability to add answers
Enter the Question to be displayed on the assessment
Optional Features:
Add a description or instructions for clarity.
Toggle Allow Comments to display a comment field
Toggle Allow Attachments to enable file uploads or attachments
Toggle Required to ensure the question is complete before assessment submission
Depending on the Question types, more toggle options may become available
If “Single Choice” was selected, toggle Add Unobserved Option and Enable Scoring will be visible
If “Number Answer” was selected, toggle Higher is Better and Enable Scoring will be visible
Select Duplicate Last or New Question to add more questions to your assessment
5. Save and Review
Once all questions are added, click Save Assessment.
Review the assessment to ensure it meets your needs. You can always return to edit or adjust it later.