Creating a New Assessment Template

STEP 1: Go to Framework> Project Settings> Assessment Template

This screen displays the list of assessment templates available in the system.

Options for some fields are fixed and cannot be modified.

STEP 2: Click the 'Add new Template' link to access the screen shown below:

STEP 3: Enter the following details.

Field Name

Description/Instructions

Mandatory / Optional

Template Name

Specify a name for the Assessment template.

Mandatory

Status

Sets the status of the assessment template to either Complete or Incomplete.

Complete - Only complete templates are available for users for selection for linking to a workflow.

Incomplete - Set the status as 'Incomplete' of the template is not fully configured. Incomplete templates cannot be accessed by users.

Default setting is 'Incomplete'.

Mandatory

STEP 4: Click 'Insert' to create a new assessment template. It is recommended that the template is created as the full configuration of the template may be a complex and lengthy operation depending on the organisational requirement.

Defining Criteria

STEP 5: Click 'Add new criteria'. The screen expands in order to define the assessment criteria.

STEP 6: Define the assessment criteria for the template.

Field Name	Description/Instructions	Mandatory / Optional
Title	Specify a criteria name.	Mandatory
Minimum Value	Sets the minimum value by which the assessment will be considered within the criteria.	Mandatory
Maximum Value	Sets the maximum value by which the assessment will be considered within the criteria.	Mandatory

STEP 7: Click 'Insert' to add the criteria. To add more criteria to the assessment template, click 'Add new criteria' again. Use the edit/delete icons to modify or remove existing template criteria as required.

STEP 8: Click 'Update' to update the assessment template with the defined criteria.

STEP 9: Use the edit/delete icons to modify or remove existing assessment templates as required.

After a template is used to assess a project, modifying or deleting the template is not allowed.

Duplicate Template

STEP 10: Click on the 'Copy' icon alongside a particular assessment template to create a duplicate.

STEP 11: Enter a name and click 'Copy' to create a duplicate.

Last revised: November 26, 2017