How to create and configure the Assessment Engagement

An explanation of how to create and configure the Assessment engagement.

What is the Assessment Engagement?

It is crucial to understand the learning needs and behaviour of users to provide them with the best learning experience. The Assessment Engagement helps you understand the learning needs of your end-users. It helps you with two crucial aspects: 

  1. Understanding the level of foundational subject knowledge of an end-user or an organisation. This helps you identify any knowledge gaps and present the users with targeted learning content. 
  2. Testing the end-user’s knowledge after a learning experience. You can utilise Facilitations for this and identify any consulting opportunities. 

Configuring the Assessment Engagement

Firstly, navigate to the Engagements Library page under the App Information section. Next, go to the Engagements tab and click on the Add new engagement button. Select Assessment Engagement from the dropdown menu and start configuring your assessment engagement by navigating through the multiple tabs on the ‘New Assessment Engagement’ page.


Assessment Engagement can be configured from the New Assessment Engagement page by navigating and filling out the information across the tabs shown in the image. 

1. The Assessment display tab allows you to configure the foundations of the engagement. You can add Assessment title and Assessment description, in addition to modifying the button text and adding an image.

2. The Intro Step tab allows you to include an intro step, similar to Survey Engagements, with a video explaining the end-users more about the assessment and the importance of completing it. You can either enable or disable the Assessment Introduction. 

3. The Settings tab lets you decide if the engagement should display correct answers after each question (like a quiz) or if the end-users just answer the questions for the application administrator to review later (like an assessment). Choose the suitable option based on the objectives of your engagement and click Save. 

4. The Action Plan tab allows you to provide an action plan to the end-user after they complete their assessment if you want. When this is enabled, users can access an action plan at the end of the assessment/quiz. This action plan helps them understand the areas that need improvement. 

To configure this go to the Action plan tab and add the various actions you want end-users to be shown. You will be able to link them once the survey questions are configured. You can specify which answers are added to the action plan and what the action is for each answer.

5. The Survey Questions tab allows you to add the questions to the Assessment Engagement. You can add a multiple-choice question, an open-ended question or a spacer page. 

The configuration here is the same as Survey Engagements. To demonstrate the multiple choice question, you can add a heading, supporting text, a category and button text. Once you have configured your question, add the answers and configure the number correct, scoring options, tagging and immediate feedback.

Additionally, this page allows you to assign a specific question to an action plan through the Map Actions and choose the action per incorrect question.

6. Under the Results tab, you can configure the completion and results page by adding a Results page image, Success Message and enabling or disabling Display the user’s score toggle button. 

7. You can then configure the completed state card and where you want it to display for the end-user.

8. The Published Locations tab shows the list of locations where the engagement has been published. You can publish your engagement by clicking the ‘Publish the copy’ button. 


Go to How to publish engagements? to understand how to publish the assessment engagement through the Published Locations tab.