d-pac.docs

PAM guide

Guide for assessment and user management through the backend.

In general

Overview

  • Clicking any of the secondary menu items will take you to an overview page of the selected item type. E.g. clicking Tool>Assessments

    Menu

    Will show you an overview of all existing assessments.

    Assessment overview

  • Item deletion: Coming soon

  • Item editing: click on the value in the first column of the overview:

    Editing items

    Will take you to the item specific editor:

    Item editor

Interface elements

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:

    Removing a value from a selection box

  • 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:

    Removing a value from a drop-down list

    If no x-mark is shown, it means a value is required.

Adding Assessments

Create Assessments

  1. Click on Tool>Assessments>Create Assessment

    Creating assessments

  2. This will allow you to create the assessment and add essential details in-place:

    Creating an assessment: details

  3. 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:

    Assessment Editor

    • Title: This is the title as it will appear in the tool in various places:

      Assessment title in tool

    • 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:

      Assessor assignment in tool

    • Assessee assignment: Please fill out a clear and concise description of the assessee assignment. This will appear in the tool as:

      Assessee assignment in tool

    • 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.

Adding Organisations

First of all we need to make sure the necessary Organisations are added:

  1. Click on Tool>Organisations>Create Organization
  1. Fill out the details

Adding Assessors

Next we need to create a user for each assessor:

  1. Click on Tool>Users>Create User

  2. 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!

Adding Representations

Creating a representation for an assessee is a two-phased process:

Create the document

  1. Click on Tool>Documents>Create Document

  2. This opens a modal form :

    Creating documents

    • 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.

  3. 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.

  4. Or, paste a URL in "External file" to use a "remote" file.

Create the representation

A representation is the link between a document and an assessment. (I.e. a single document can be used in multiple assessments.)

  1. Click on Tool>Representations>Create Representation

  2. This opens a modal form :

    Creating representations

    • 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.

  3. Next you might need to fill out some details, depending on the algorithm you chose:

    • Ability value

    • Ability SE

    • Rank type

    • Close to