Now that you have Assessment Custom Fields, how do you use them to provide data to an Assessee? How can you use that data in Reports and Analytics? Assessors can choose which Custom Fields to add to an Assessment Huddle and then will be able to enter data into those fields for each Assessee.
Who is this article for?
Based on the default user settings in the Sibme platform, you should have permission to complete this task if you are one of the user levels listed below. If you do not see the screens in this article, you can ask your Sibme account administrator if you have permission.
- Super Admin
- Account Owner
Steps to accomplish the task:
Once the Assessment Custom Fields have been created, an Assessor will be able to choose which Custom Fields to make available in an Assessment Huddle.
In the following example, 2 of the Assessment Custom Fields, Score and Met Requirements are being used in the Assessment Huddle. Please be aware that any combination of Custom Fields can be chosen or none can be selected.
Once the Assessee has submitted their documents, the Assessor will now be able to enter data in the Custom Fields during their assessment of the submission. In the following, you can see that the Assessor can enter a number in the Score field and will be able to choose Yes/No from the dropdown Met Requirements field.
After the Assessors saves their entries by clicking the green Save button, then the Assessor will be able to see the entries. As you can see, the entries for Score and Met Requirements can be seen by the Assessee.
If you do not want Assessees to see the entered data or any other comments or tags made during assessment until all Assessees have been evaluated, then be sure to check the “Publish feedback and assessment scores for all assessees” option in More Huddle Settings when creating the Assessment Huddle.
As you can see, Assessment Custom Fields is a great way to communicate back to the Assessee information gathered during the evaluation of their submissions.