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Assessment Sharing

This article explains how to share assessment information with Assessors, Applicants and/or Verifiers.

Assessment Sharing is a feature which allows your organisation to easily share Assessment information with Assessors, Applicants, and Verifiers in a streamlined way.

Sharing Assessment information can be useful for several purposes:

  • Providing feedback to Applicants after decisions

  • Enabling collaboration between assessors during assessment either within the same round or between rounds

  • Facilitating information sharing between different participants in the process

You can also remove scoring and assessor information from shared assessments to control what level of information participants can see.

How to Share Assessment Information as an Admin

To select which Assessments to share and with whom, start by clicking on the new menu item called “Sharing” in your left-hand menu.

This will take you to the Assessment Sharing screen.

Now, to share one or many Assessments click on Share Assessments at the top right of the screen.

1

Details

The first step—Details—asks whether you wish to scrub scoring and/or assessor information from the shared assessments.

This is useful when providing anonymous feedback to applicants.

2

Sharing

Choose which participants should receive access to the Assessments. This can be Assessors, Applicants and/or Verifiers.

3

Add Assessments

Select the Assessments to share with each participant by clicking on “Add Assessment(s).”

Choose the Assessments to share and click “Add selected.”

Repeat this for all participants in the process.

4

Publish

Navigate to the last step—Publish—and click “Publish 🚀” to make the Assessments available within the participant portals.

How to View the Assessments As a Participant (Applicant, Assessor, or Verifier)

Once the Assessments have been shared with a participant, a "Shared Assessments" area will appear in their left-hand navigation.

This page lists all shared Assessments and allows participants to view the Assessment information. If assessor or scoring information have been scrubbed, participants will not be able to view it.

Assessors in-process viewer

In addition to the Shared Assessments page, Assessors can also see shared assessments in situ within the assessment process. They are listed and can be clicked in the right-hand pane of the assessment screen to pop up the assessment detail.

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  • Assessment Round Setup

  • Assessment Decisions

  • Assessment Round Management

  • Assessment Scoring

  • Assessment Templates

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