User Guide

Everything you need to know from the basics through advanced features

  1. User Guide
  2.  » 
  3. Scoring and Types Pages
  4.  » Creating Types for Your Type Assessment

Creating Types For Your 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 Pub Person or a Museum 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 Pub Person who enjoys a lively time out with friends.”

 

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 Type Assessment

 

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

Types tab for Type Assessment

The Types page is the place to 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.
    Select Type Assessment

    If you’ve chosen the second option, then please go now to the page on Creating Types For Your Multi-Type Assessment.

    Configure Type Presentation Order

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

    Show Scores for Types

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

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

    Select the Chart Type for Respondents’ Results

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

    Chart Type

    There are 4 kinds of charts from which to choose:

    Note: When you set up your results in the Results tab, you’ll also want to select where you want your chart to appear. You can include respondents’ results on their browser screen, in their results email, and/or in their 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.”

    When this boxed is unchecked, the scores are based upon 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 an option to assign a chart color for each type you create. These colors will be displayed when you choose either a bar or a pie chart.

    If this box is not checked, the system default colors will be used for your results chart.

    Create Your Types

    Next is the area where you enter your types. You can add as many or as few types as possible for your assessment.

    Click on the “Add Type” button and add a title for this type.

    Edit type

    Add a Type Identifier

    You can enter an 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 simply enter “type_1” (without the quotes and without the ###).

    type identifier

    Assign Your Type to a Color

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

    chart segment color

    There are multiple ways you can change the color assignment in this field.

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

    Set Chart Segment Color with Color Box

    You can type in the name of a common color.

    Type in name of common color

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

    Enter Hex Color

    Add Your Type Description

    Next, add your description for this type.

    completed type

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

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

    Editing Your Types

    You can edit your types anytime by mousing over your type and clicking on the “Edit” link underneath your type.

    List of Types

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

    If you’ve selected custom colors for your types, you’ll be able to see them from this view as well.

    Custom Colors for Bar Chart

    Deleting Your Types

    To delete your type, select the delete link underneath that type.  The link will change color to red and ask you if you really want to delete it.

    Really Delete

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

    save type

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