How to Create a New Assessment

Looking to create a new assessment list? You've come to the right place! Follow the steps below to create a new assessment from scratch. 

1) Locate the 'Assessment' tab. Under the Configuration menu, click 'Assessment'.

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2) Click 'Create' to open a new window.

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3) Begin by giving your Assessment a Name (Ex: Monthly Quality Review) and a Location Type.

Note: Location types are created from the location configuration page. If you already have locations in your account, you should be able to select a type from the dropdown. (Ex: DineIn or Takeout)

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4) Next, set your 'Score' to Task Score Ratio. This will automatically calculate the total assessment score based on the amount of tasks in each section/category. This is the recommended setting. 

If you're looking to set up custom weighted category averages, click here to learn more.

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5) Now set your 'Rank'. As seen in the image below, you can create multiple ranks.

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Enter your Rank (Ex: Excellent), and input your scoring range. Then click 'Add'. Feel free to create as many ranks as you see fit.

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6) When you are comfortable with your settings, click save!

(You can always go back and edit the assessment settings after you save).

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Now you're ready to create your first Category! Click here to learn how.

Note: Only 'superusers' will have access to make changes under the Assessment tab. If you have questions regarding your 'role', please contact your supervisor for more information.

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