You can use this feature to create and add the assessments to the system in bulk. Assessments created this way will show up in the ‘Assessments’ page with ‘Draft’ status, where you can select them and send them to the Completers (they won’t be sent automatically).
Creating Assessments
In order to do so, download the Assessments Template, fill it in accordingly to the template layout and fill in the CSV file.
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completerEmail - Completers' email address
additionalCompleters - additional completers' email address (separated by a comma if more than one additional completer)
assessorEmail - Assessors' email address
additionalAssessors - Additional assessors' email address (separated by a comma if more than one additional assessor)
organisationName - organisation name
...
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The assessments will be created as drafts ready to send, however bear in mind that the system will not send out these assessments automatically. |
Sending assessments in bulk
To send out the assessments in bulk you have to first filter them out by going to the ‘Assessments’ tab and filtering assessments by status ‘Draft’. You should tick all tick boxes that are corresponding to the assessments that you want to send out, and click on the option shown on in the picture below.
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To find out how to renew assessments in bulk please see the guide here. |