User Guide

Everything you need to know from the basics through advanced features

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

Creating Your Types

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

First, select the “Edit” link in the menu underneath your type-based assessment.

Edit assessment

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

Types tab

The Types page is the place to set up the different types or categories that are 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 in that type when they take your assessment.

Configure Type Presentation Order

At the top of the page is where you decide the order in which the types are shown to the user after they complete your assessment.  

Show Scores for Types

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

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

Select the Chart Type for Users’ Results

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

Chart Type

There are 3 kinds of charts from which to choose:

Select Chart Type

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 it with users’ results in 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 Users Receive Their Results for more details.

Show Scores as Percentages

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

When this boxed 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 of the chart segments.

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 that you create. These colors will be displayed when you choose either a bar or pie chart.

If this box is not checked, then 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 you’d like for your assessment.

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

Edit types

Assign Your Type to a Color

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

Edit Type 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.  

Edit Type Description

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 at any time 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.  

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

Save Button on Types Page

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

Questions? Click Here!