Introduction

When a person receives a planning request, he can execute the corresponding assessment such as a test, poll, or quality analysis on the planned date and within the start and end time indicated in the planning request. If you have deleted the planning request before executing it, the request must be recreated before you can execute it. 

When you execute an assessment, a screen introducing the assessment will be loaded. Each question will be displayed on a separate page. The answers selected will be stored in answer requests so that the full reporting capabilities in Exact Synergy Enterprise can be utilized to analyze the results. For more information, see How-to: Managing Assessments.

Menu path

• Go to Workflow/Setup/Assessment/Execute, and then click the hyperlinked description of the assessment.
• Click Requests at the left menu, and click the corresponding request type under Results. Then click the hyperlinked description of the assessment.
• If you are the owner of the item linked to an assessment or a member of the corresponding project, go to Workflow/Setup/Assessment/Questions, and then click Execute.

Roles & rights

To execute assessments, function right 426 - Edit all tests and test settings is required. By default, users with the Corporate Administrator and Division General Manager roles have this function right.

For more details on what you can do with function rights or levels, go to System/Setup/Security/Function rights, select the required module, and then click on the relevant ID. To find out the functions you can perform with a particular role, go to System/Setup/Security/Roles, type in the description, click Refresh, and then click the required link under the Role column.

Button

Start

Click this to start the assessment. The questions for all assessments will be displayed according to the order of the description of the questions at the design stage. However, the order of the answers for the assessments will be as follows:

• When executing a test, the answers are displayed in a random order.
• When executing a poll or a quality analysis, the answers are displayed in the order set in the design of the question.

Review

Select this to review the questions you have answered or have not answered and the questions you have marked as reviewed. Click the hyperlinked question number to return to the question and change the answer.

Note: This button is available only when you are executing a test or a quality analysis.

Next

Click this to proceed to the next question.

Previous

Click this to return to the previous question.

Next

Click this to go to the next question.

Finish

Click this to finish the assessment. Once clicked, you cannot change your answers.

Note: This button is available only when you are executing a test or a quality analysis. If you have linked a document at the test and poll or quality analysis setting screen, only the participant of a poll or quality analysis will be able to see the corresponding note after clicking Finish.

Close

Click this to exit.

Description

A page introducing the assessment will be displayed. Below is an example of the screen:

The title of the assessment is retrieved from the description of the corresponding item card. Questions indicates the total number of questions in the assessment. When you click Start, the questions will be displayed page by page, as shown below:

Notes:

• The Remarks section is available only when you are executing a quality analysis.
• The Review check box and button are available only when you are executing a test or a quality analysis. Select the check box to indicate that you want to review this question later. Click Review to go to the Review screen. For more information, see the explanation on the Review screen below.
• Click Next to view the next question as shown in the following screen:

Notes:

• The Remarks section is available only when you are executing a quality analysis.
• The Review check box and button are available only when you are executing a test or a quality analysis. Select the check box to indicate that you want to review this question later. Click the Review to go to the Review screen. For more information, see the explanation on the Review screen below.
• Click Next to finish the assessment. If you have linked a document at the test and poll or quality analysis setting screen, only the participant of a poll or quality analysis will be able to see the note after clicking Next. A sample note is shown below:

However, if you are executing a test or a quality analysis, you will see the Review screen instead, as shown below:

Notes:

• You will only see this screen if you are executing a test or a quality analysis. The screen indicates the questions which have or have not been answered and the questions that have been marked as Review. If you wish to make changes to your answers, click the hyperlinked question number to return to the corresponding question.
• Click Finish if you do not wish to make any changes to your answers and finish the assessment. If you click Finish before answering all the questions, you will receive the following screen:

Notes:

• Click Review to answer all the remaining questions.
• Click Finish if you do not wish to answer the questions and finish the assessment. This time, you will not be able to make any changes to your questions.

However, if you have finished answering all the questions, you will receive the following screen instead:

Notes:

• The score is available only when you execute assessments with  multiple choice questions.
• Click Close to return to the overview of request planning for assessments.

Related document

• How-to: Managing Assessments
• Overview of Request Planning for Tests, Polls, and Quality Analysis
• Settings for Tests and Polls
• Settings for Quality Analysis