User Guide

Everything you need to know from the basics through advanced features

  1. User Guide
  2.  » 
  3. Setup Page
  4.  » Setting Up Your Assessment

Setting Up Your Assessment

In this section, we’ll show you how to set up the basic elements of your assessment, such as your title, header, and footer.

Enter the Assessment Generator editor by selecting the “Edit” button in the menu underneath your assessment.

edit assessment

Add Your Assessment Title

Let’s start by giving your assessment a title. Simply highlight the default title and enter your assessment title.

Enter Assessment Title

Organizing Your Assessment by Pages or Sections

Next, decide how you want to break up our assessment.  This is especially important if you plan to create a more extensive assessment.

You can split up your assessment by a certain number of questions per page or by having one section per page and assigning each question to a section.

Split by pages

If you select the sections option, enter your section titles in the line below while separating each section title entry with a comma.

Split by section

If you split your assessment into sections, you’ll need to assign each question to a section when you create your questions. Questions not assigned to a section will appear at the end of the assessment.

Splitting your assessment by section only affects how your assessment is organized visually, not how it is scored. If you’d like to create multiple types and provide your respondent with a separate score, start by creating a type assessment, and then enter your types on the Types tab.

Randomizing Questions

Select the “Randomize Questions” checkbox to present your questions in random order.

Randomize questions

For assessments split by page, the questions will be randomized across the entire assessment. Each section will always contain the same questions for assessments split by section, but questions will be presented in a different order within the section.

Enabling / Disabling Your Assessment

The next option shows that your assessment is enabled, which is what you’ll want when you’re ready to share this assessment with others.

Assessment Enabled Box

When you no longer want to share your assessment, simply uncheck this box and click the “Save” button.

Add a Progress Bar

You can also add a progress bar to your assessment.  This feature comes in handy when you have multiple pages in your assessment. It helps to guide people along by knowing how far they have come in completing your assessment.

Progress Bar Checkbox

To add a progress bar to your assessment, simply check this box and click the “Save” button.

Add Your Assessment Header

Next up is your assessment header.  This is a great place to put your logo, as it will be shown on all pages of your assessment.

When you mouse over the Assessment Header box, you will see an Edit link in the lower left-hand corner. Click on this link to edit your assessment header.

Edit Assessment Header

You can also click anywhere inside the Assessment Header box to edit your assessment header.

You can edit the text of your header … You can also change the styling, the paragraph format, font, size, color, and many more options.  You can click the undo button to go back as many steps as you need.

Assessment Header Editor

Click the “Save” button to save your changes and return to the “Setup” tab in the assessment editor.

Add Your Logo to Your Assessment Header

To add your logo image, look for the Insert Image button, which is located near the middle of the top row. You can also find it by reading the names as you mouse over each icon.  Once you find it, click on it.

Insert Image Button

This will take you to the Image File Manager.  Any images that you’ve already uploaded will be here.  To upload a new image, click on the Upload Image in the upper right-hand corner.

Image File Manager

You can click the Choose File(s) button to browse your computer for the image file.  Alternatively, you can drag and drop the image file into this box. When it’s finished uploading, click the close button.

Upload File Window

Then click on your image to add it to your Assessment Header. To adjust the size of your image, simply highlight the image and right-click on it. Then select the resize option from the menu.

Resize Image

You can adjust the width of your image, so it looks good on your assessment.  Your assessment will be 800 pixels wide, and we find that most logos look good when sized to about 400 pixels wide.

We’re going to adjust ours to be 320 pixels wide. Since the “Lock Ratio” field is locked, our image height will be calculated automatically to preserve our image aspect ratio (height vs. width).

Click the “OK” button when you’re done.

Resize Image

Use the center button to align your logo to the center of the field.

Center Assessment Header

Click the “Save” button to exit this edit window and save your changes.

Add Your Assessment Footer

To set up your Assessment Footer, click on the edit link or anywhere in the box.

Assessment Footer

The Footer will show up on all pages of your assessment.  This is a good place to put your copyright message.  You can also leave it blank if you prefer.

Once again, click the “Save” button to exit this edit window and save your changes.

Save Your Assessment

You can also save your changes at any point by clicking on the “Save” button in the upper right of your editor screen. A green “Assessment Saved” message will confirm that your changes have been saved.

Save Assessment Setup

Preview Your Assessment

Now let’s take a peek at how your assessment looks so far…

Under the “Actions” menu, select “Test Assessment” to preview how your assessment will look on a large screen (desktop or laptop).

Test Assessment

We’ll enter your assessment instructions and questions next, but you can now see your Assessment Header, Title, and Footer.

Test Assessment View

You can also preview how your assessment looks on mobile devices by selecting “Test Mobile” from the “Actions” menu.

Test Mobile

By selecting this option, you can preview how your assessment will look on mobile devices (phones or tablets).

Test Mobile View

Keep in mind that you’ll be able to add your brand colors when you edit the “Style” tab.

To make additional changes, simply return to your editor session, change your settings, and save them.

Exit the Assessment Editor

Once you have saved your changes, you are safe to exit your session.

You can select “My Assessments” from the “Actions” menu. This will return you to your list of assessments.

My Assessments from AG Editor

You can also simply select “Logout” from the Welcome Menu.

Logout from Welcome Menu

Next up … we’ll show you how to add your assessment instructions and footer.

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