Create Types for Your Type Assessment

What is a Type Assessment? #

A Type Assessment assigns a respondent to one of several categories.

  • That’s like the Sorting Hat in Harry Potter that assigns each new student to one of the four houses in the school.
  • For example, an assessment can ask, “Are you more of a Cat Person or a Dog Person?” The answer to each question scores points for one or another type. You can assign the respondent to any type based on their scores and then give them a description of that type, such as: “You are a Dog Person.”

Navigate to the Types Tab #

To set up types for your Type assessment, start by entering the Assessment Generator editor.

First, select the “Edit” link in the menu underneath your Type assessment.

Edit assessment

Then click on the “Types” tab at the top of the page.

Types Tab

The “Types” page is where you’ll set up the different types (or categories) used to score the questions in your assessment.

It’s also where you explain what it means to be assigned to a specific type to those who score highest (or lowest) in that type when they take your assessment.

Choose Your Scoring Model #

You can set up your assessment scoring in one of two ways:

  1. Type Assessment: Assigns the respondent to a single type based on their scores and presents content for that type.
  2. Multi-Type Assessment: Rates the respondent and provides score-dependent feedback in all types.
Scoring Models for Types

NOTE: If you’ve chosen the second option, please go to Creating Types For Your Multi-Type Assessment.

Set Type Presentation Order #

The following section is where you decide the order in which the types are shown to the respondent after they complete your assessment.

Set Type Order Presentation

With the first option, the types are shown from the highest scoring to the lowest for each respondent.

The second option allows you to set the exact ordering for each respondent regardless of how they score in each type.

Select the Chart Type #

Next, select which chart type you would prefer for your respondents’ results:

Select Assessment Chart Format

There are 4 chart styles from which to choose:

Select Assessment Chart Type

NOTE: When you set up your results in the “Results” tab, you’ll want to select where your chart appears. You can include respondents’ results on their browser screen, the results email, and the PDF report. You can also opt to turn the chart off completely. See Setting Up How Respondents Receive Their Results for more details.

Show Scores as Percentages #

If you want to show assessment scores as percentages of the total score, check the box for “Show Scores as Percentages.”

Show Assessment Scores as Percentages

When this boxed is unchecked, the scores are based on the raw point values that you assign to your questions.

Set Custom Colors for Chart Segments #

You can next choose whether to set custom colors for each chart segment.

Set Custom Colors for Chart Segments

When you check this box, you’ll be given the option to assign a chart color for each type you create. These colors will be displayed when you choose a bar chart, pie chart, or radial bar chart.

If this box is unchecked, the system default colors will be used for your results chart.

Create Your Types #

Next is the area where you enter your types. Add as many or as few types for your assessment as you’d like.

Click on the “Add Type” button.

Add Assessment Type

Then enter a name for this type.

Enter Type Name

Enter a Type Identifier #

Enter an optional identifier to reference your type score in your results as a Merge Code.”

The identifier should be a name to help you refer to your type. Your respondents will not see it.

When you use an identifier as a merge code in your results, it will have ### before and after, but don’t include them here.

For example, let’s say you use “type_1” as your type identifier. When you want to reference the score for this type in your results, you’ll enter it there as ###type_1###. However, in the space below, you would enter “type_1” (without the quotes and the ###).

Enter a Type Identifier

Include Data Point for this Type in Chart #

If you wish to exclude this type from the chart and the numeric scores shown in the results, de-select this checkbox. In that case, if your assessment is configured to calculate an overall total score across all types, the score for this type will not be included in the overall total.

Assign a Color to Your Type #

If you selected the option (above) to set custom colors for your types, you would see a place to choose your bar, pie, or radial bar chart color for this type.

Assign a color to your assessment type

There are multiple ways you can change the color assignments in these fields.

Select Color Box #

You can click on the color box and select a color from the spectrum.

Select Chart Color from Box

Enter a Color Name #

You can type in the name of a standard color.

Check out this list of color names that are supported by all browsers.

Enter a standard color for chart

Enter a Hex Code #

If you know the hex code for the color you want, you can enter it on the line.

Enter a hex code for chart color

Enter Your Type Description #

Next, add your description for this type.

Enter type description

Then click the “Save” button to return to the “Types” page.

Repeat this process until you’ve added all of your Types.

Redirect Based on Highest Scoring Type #

This feature is available for AdvancedPrivate Label, and Enterprise plans.

Depending on each respondent’s highest-scoring type on their assessment, you can specify different destination URLs.

First, go to the “Results” tab in the assessment editor and make sure “On-Screen” is not selected and that the “Redirect URL” field is blank, like this, and then save the assessment:

Results tab for type assessment

When you return to the “Types” tab and edit your types, you’ll see a place to enable “Redirect to URL.

Enable this setting, enter the destination URL for each Type in the space provided, and save your changes.

See Redirecting respondents to different pages based on their score for more details.

Editing Your Types #

Edit your Type anytime by mousing over your type and clicking on the “Edit” link underneath your type.

Edit Assessment Types

Make your desired changes and click the “Save” button to return to the “Types” page.

Deleting Your Types #

To delete your type, select the delete link underneath that type. The link will change color to red and ask for your confirmation.

Delete Assessment Types

To delete it, click the link again.  If you changed your mind or clicked the link by mistake, wait 5 seconds.

Re-Order Your Types #

You can rearrange the order of your types by dragging and dropping them into place.

Save Your Changes #

Click the “Save” button in the upper right corner of the page at any time to save your changes.

 

Please review the rest of the User Guide to learn more about our software.

Thank you for choosing Assessment Generator!

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