Guide for assessment and user management through the backend.
Clicking any of the secondary menu items will take you to an overview page of the selected item type. E.g. clicking Tool
>Assessments
Will show you an overview of all existing assessments.
Item deletion: Coming soon
Item editing: click on the value in the first column of the overview:
Will take you to the item specific editor:
Most interface elements are common in both outlook and behaviour, however there's some tips and tricks:
I you want to remove a value from a selection box, click the small x
-mark:
If you have selected a value in a drop-down list, but you want to deselect it (without selecting another one) click the small x
-mark:
If no x
-mark is shown, it means a value is required.
Click on Tool
>Assessments
>Create Assessment
This will allow you to create the assessment and add essential details in-place:
However, it's not over yet. This simply created the Assessment
, but if you wish to fill in more of its fields, you'll have to do this in the Assessment
editor:
Title: This is the title as it will appear in the tool in various places:
Selection algorithm: Please select which selection algorithm you wish to use.
Assessor assignment: Please fill out a clear and concise description of the assessor assignment. This will appear in the tool as:
Assessee assignment: Please fill out a clear and concise description of the assessee assignment. This will appear in the tool as:
Workflow: These define the various steps the assessor will need to perform in one comparison.
Total number of comparisons: Define the maximum number of comparisons.
Number of comparisons wanted per stage: Define the maximum number of comparisons, per assessor, per stage.
State: By default an Assessment
is in a "draft" state. This means that assessors will not be able to select this assessment for comparisons. It is useful to allow the PAM to create an assessment up-front and fill in the details over a period of time, without showing up in the assessment selection screen of the tool. Select "published" once you're done with an assessment and want to enable it in the tool:
After: Allows you to setup a hierarchy of assessments. If you select another assessment in this field, the current assessment will only be shown to the assessors after the selected assessment has been completed.
Algorithm stage: Specific algorithms need to maintain what stage they're in. Modify at your own risk!
Enable time logging: toggles time logging for this assessment.
UI Texts: allos you to modify the texts as presented in the tool.
First of all we need to make sure the necessary Organisation
s are added:
Tool
>Organisations
>Create Organization
Next we need to create a user
for each assessor:
Click on Tool
>Users
>Create User
Fill out the details:
Name: First and last name
Organisation: Select an organisation from the list or leave it blank.
Email: Must be a valid e-mail address (but not necessarily an existing one)
Password: Click 'Change password' and fill out the new password twice.
Assessments: Add a user as an assessor to specific assessments; select any number of assessments you want from the list
Can access keystone: This will grant the user administrative rights. Do not tick this unless for team members!
Creating a representation
for an assessee is a two-phased process:
document
Click on Tool
>Documents
>Create Document
This opens a modal form :
Title: Optional, you can give it a title, otherwise the filename will be used.
Owner: Optional, select the user that created the document or leave blank.
Clicking 'Create' creates the document, next you need to upload the file.
Documents can be 'local' (residing on "our" server) or 'remote' (residing some place else), click "upload file" to select a file from your hard disk.
Or, paste a URL in "External file" to use a "remote" file.
representation
A representation is the link between a document and an assessment. (I.e. a single document can be used in multiple assessments.)
Click on Tool
>Representations
>Create Representation
This opens a modal form :
Assessment: Select the assessment you want to link the document to.
Document: Select the document you want to use in the assessment.
Clicking 'Create' creates the representation.
Next you might need to fill out some details, depending on the algorithm you chose:
Ability value
Ability SE
Rank type
Close to