Qualify: How to Customize Assessments as a Group User

An assessment is a type of questionnaire used to evaluate the quality or nature of a product or person. It plays an important role as these questionnaires serve as the main standard service of each section.

 

1. On the Dashboard landing page, click the “QUALIFY” button to proceed.

 

 

2. Click the “Audit Manager” button, then select “Assessment Builder”. From there, choose the relevant information from the selection lists to apply the appropriate filters for your assessment setup.

 

 

3. Click on any Assessment listed to view its details.

 

 

4. Let us take Arrival Service as an example to view how the assessment is displayed.

 

 

5. Below is the Arrival Service Assessment, which outlines the related Competency (Customer Service) and Subcompetency (Courtesy & Manners). Each Standard within the assessment is rated on a scale from 1 to 3. Additionally, if needed, you can deactivate a specific standard by toggling the blue icon indicated by the arrow.

 

 

6. To complete the question setup in the QTX Builder, make sure to fill in the fields indicated by the red arrows and box. Enter a placeholder (brief instruction or sample response) and a question guide (detailed explanation or criteria). Then, from the dropdown marked with the red box, select the appropriate category that aligns with the question content. These fields help organize and guide the assessment effectively. If a new question needs to be inserted—changing the current order of questions—the user must submit a new set of assessments. Our team will handle the updates to ensure that the historical data of previous assessments remains intact.

 

 

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