An assessment is a structured questionnaire used to evaluate the quality and standards of service in each section. It plays a key role in identifying performance levels and areas for improvement.
1. On the Dashboard landing page, click the “LAUNCH” button to proceed.

2. Click on the “Assessments” button, then select “Builder”.

3. Click on any Assessment to view or edit its contents.

4. The user can edit the title in real-time without navigating to the settings. Then, provide clear Assessment Instructions to guide users through the steps of the assessment. If needed, you can upload supporting files such as images, audio, or video by dragging and dropping them into the upload area.

5. The numbers at the top indicate the total number of standards included in this assessment. Each standard represents a specific question to be evaluated.
The red arrow points to the Assessment Attribute field, where you can enter or select specific details such as the Team Member Name (Auditee) to capture relevant information for each assessment entry.

6. From here, you will see the Standard Question along with two optional fields:
Placeholder – A temporary text field that indicates where and what type of content should be entered.
Question Guide – A short note or instruction that helps clarify how to properly answer the specific question.

7. Below, you can see the assessment items along with their corresponding Competencies and Sub-Competencies (if applicable). Each assessment item can be scored on a scale of 1 to 3.

8. The user can deactivate a standard if it is not necessary for the evaluation.
Note: Standards cannot be deleted if historical data already exists. To avoid potential issues, we recommend contacting Help Support for assistance with deleting, deactivating, or revising standards.

9. Assessments are predetermined by management and uploaded to the system by our development team. The “ADD QUESTION” function can only be used to place a new question at the end of the assessment. Click “NEXT” to navigate and view the remaining standards in the assessment.
Note: If a user needs to insert a question in between—which would alter the original order—they must submit the updated set of assessments to our team. This process helps ensure the integrity of historical data within the system.

If you need further assistance, please send an email to helpdesk@q-tx.com