Assessment Events can be used for a variety of reasons including pre-sales, compliance, security risks, and business technology risks. Health and Effort assessments are often used as a metric for the Customer Success module as well.
Assessment events give you the insight to put together a plan of action for your clients and to prepare and align your resources to deliver excellent service to your customers. This will also allow you to set the correct level of expectations for your clients through the creation of recommendations and QBR reports.
This article will guide you through the following:
The Assessment Events table
The Assessment Scoring process
Assessment Comparison Scoring
Downloading Reports.
Assessment events are created from assessment templates. You must have an Assessment Template imported or created before you can create an assessment event. Assessment events are always company specific, whereas assessment templates are global and can be used for all companies.
Click here for more information on Assessment Templates
To access assessment events, navigate to Assessments via the vCIO navigation pane.
Select the assessment events tile
If you have not created any assessment events the table will display empty. Once you have completed assessment events, they will display on the table sorted by date with the most recent event shown at the top of the table.
Use The toolbar above the assessment table to search for current assessment events, create a new assessment event, or restore a previously deleted assessment event.
Creating a New Assessment Event
To start a new assessment event, click the green 'add new' button in the toolbar.
In the Add Assessment window, use the drop-down menu to select an assessment template
Use the drop-down menus to select the 'Performed by' and 'Assessment Type' fields.
(Assessment type can be defined in the account settings menu)
Select the assessment date and click the Add button
The selected template will then be converted to a scorable assessment event in the window, ready for scoring as shown below:
The edit button allows you to edit the assessment details
Expand and collapse categories will help you keep organized as you score the event.
You can show answered or unanswered items using the drop-down selector.
Use the chevron at the top of each category to expand or collapse individual categories.
To score an item, simply select the appropriate response by checking the corresponding radio button.
If you need to add a response for a particular client or assessment click the add response link.
In the add response window enter the new response in the provided text box.
Select a response score by highlighting the score tile that you would like to assign.
Finally, choose a response scope to assign to the response from one of the following:
Global - This response choice will be available for all assessments for all companies once added.
Company Only - Once added, this response will be available for other assessment events for this company only
This Event Only - This response will only show for this assessment event and will not be available for later assessment events
The new response will show with the appropriate response type key shown
Click the 'show scoring instructions' link to bring up any instructions created for the item. These will show in a window directly below the item response tile.
Click the 'show explanation/Remediation Tips' link to bring up any explanations created for the item. These will show in a window directly below the item response tile.
To add a public or private comment click the corresponding link for the item.
Use the comment windows to enter comments. Formatting tools, links, and images ae available
Public comments can be shown on assessment summary or detail reports created in report builder or when the assessment event is exported as a Word document. This is a configurable option for all reports.
To add a tag to an assessment item, use the drop-down selector located above the response list.
You can type and hit enter to create a new tag or use the drop-down selector to assign and existing tag.
You can use Tag Manager to manage and edit your tags. Click here for information on using Tag Manager
To edit a response, click the edit icons next to each response for the item.
You can also clone a response by clicking the clone button next to each response for an item.
This is a quick way to add a second response of the same scoring type.
As you move through the assessment and score items a current score box is shown at the top of the page for your convenience
After you have scored an item, a button will appear to create a ticket in your PSA. You can use this to initiate a ticket to a technician through your PSA based on the assessment scoring. (You must have ticket integration setup. for CW Manage and Autotask currently)
Assessment events are saved automatically as you score them.
Use the ‘return to previous menu’ navigation button located at the top right corner of the screen to exit the assessment event.
Viewing Reports
Use the drop-down selector in the upper right corner to view and download assessment events reports.
Select the type of report you wish to generate from the available selections.
There are various report settings available for each of the report options in the selection menu, select the appropriate options for your report type.
You can export these reports by clicking on the Report Icon
Report options such as document type and logo selection are available for selection in the report download window. You can also choose to download the report to your PC or download the report to the report locker for future reference.
Once you have completed assessment events, you can view these together in assessment analytics reports and you can run comparison assessment events as well.
Assessment Comparison Reports
Assessment comparison reports are a tool that will allow you to present to your clients an easily consumable report of significant achievements through partnership or how your partnership will create a pathway to a brighter future.
The Assessment Comparison module functions as a date in time comparison of assessment events and differences in scoring. Delivered in a format that is both intuitive and easy to read. This article will cover how to create the reports that you want to deliver at either a high level or more detailed view.
In order to create an assessment comparison report, you must first have 2 assessment events from the same template/name that are scored. You can use 2 existing assessment events or create the second event and the comparison report together.
Creating a comparison report from existing events
To create a comparison report, simply find an assessment event that has been run more than once using the same template.
Click on either event to open.
Next, click the drop down report menu and select Comparison
The report will be generated on screen using the most recent assessment event from the same template for comparison scoring.
You can edit the report options and events used by clicking the 'gear' icon, and then by selecting Reporting Options.
The Reporting Options window contains two drop-down selectors used to select assessment event dates to include in the report. You can also swap the columns using the button provided. You can also include or omit category details using the provided check box.
Select the event data and options desired and click Save
You can also filter the report by Item Tags for more granular results. Click the Tag icon at the top right of the window. Use the drop-down selector to select the tags you would like to filter for your report.
Use the Export icon located in the upper right to export any report to an MS Word document.
You can select logo and download options before beginning your export.
Creating a comparison report from a single comparison event
Creating a comparison report from a single comparison event still requires a second scoring event for score comparisons.
This can be done using the convenient Copy/Add Comparison icon available for each assessment event.
Select an assessment event from the assessment menu, then click the copy/add comparison icon for the event located in the right-most column of the event list
Select an assessment event from the assessment menu, then click the copy/add comparison icon for the event located in the right-most column of the event list.
This will create a copy of the assessment event and allow you to select options for the event.
The options configuration window will appear. Use the selection boxes and selector buttons to select the Assessment Type, Date, and Assessor. You can also choose to copy responses and comments over from the original assessment event.
Click Add when you have configured your options.
Once you have configured your options for the event, the assessment will be presented in the window for scoring
The event scoring window will show previous answers to the left of the scoring buttons. If you selected the copy previous responses option, the scoring buttons will also be pre-filled with the responses from the copied assessment event. You can hide the previous responses column by selecting the Hide Responses from Previous Assessment button at the top of the scoring window.
All other assessment scoring options are available such as comments, new responses, and response types.
Once you have completed scoring the assessment event, use the view selector to select the Comparison report view
The report will be generated on screen using the most recent assessment event from the same template for comparison scoring.
You can edit the report options and events used by clicking the 'gear' icon, and then by selecting Reporting Options.
The Reporting Options window contains two drop-down selectors used to select assessment event dates to include in the report. You can also swap the columns using the button provided. You can also include or omit category details using the provided check box.
Select the event data and options desired and click Save
You can also filter the report by Item Tags for more granular results. Click the Tag icon at the top right of the window. Use the drop-down selector to select the tags you would like to filter for your report.
Use the Export icon located in the upper right to export any report to an MS Word document.
You can select logo and download options before beginning your export.
Additional views of the Assessment are available by clicking the dropdown in the upper right hand corner. The Summary view provides an overview of the assessment and of the categories as well as the response distribution per category.
The Item detail view provides you detail scoring as well as the ability to create recommendations from assessment items.
See more on how to create recommendations here.
Once you have completed assessment events, you can view these together in assessment analytics reports and you can run comparison assessment events as well.
Click here for information on assessment analytics.
Click here for instructions for setting up an assessment comparison report.