An assessment is one instance of a questionnaire that you share and people take. It is also what groups people — everyone who takes the same assessment is in the same group — so it is worth a moment's thought before you create one.
Create it
Step 1 — choose a questionnaire. Search or filter the list and pick the questionnaire you want this assessment based on. Choosing one fills in the name and description for you.
If you already have an assessment using that questionnaire, a screen appears listing them. It is only a warning — nothing is blocked. Either manage the existing one or choose Create New Version Anyway.
Step 2 — assessment details. Give it a name you will recognise later. "Spring 2026 Year 11" beats "Career Assessment" when you have nine of them. The description is optional.
Then Create Assessment. It is live immediately — there is no draft state.
What you can configure, and what you cannot
| Name, description | Yours to set, and editable afterwards |
| Questionnaire | Chosen at step 1 and permanent. It cannot be changed later — the assessment keeps a record of the questionnaire it came from |
| Language | Not a choice. It comes from the questionnaire and is shown read-only. One assessment is one language |
| Deadline | Optional. Runs to the end of the day you pick, and can be changed or removed later |
| Participant limit, welcome text, which scales are included, scale weighting | None of these exist |
To offer two languages, create two assessments from two questionnaires and share each with the right people.
The deadline
Optional, and easy to change afterwards — Edit deadline on the assessment's row in the Assessments list.
A deadline runs to the end of the day you choose, so picking the 20th means people can still finish on the 20th.
See Deadlines, closing and reopening for what happens when one passes.
The access code
The code is generated for you: eight uppercase characters, drawn from an
alphabet that deliberately leaves out the characters people misread — no O,
0, I, l or 1. That is why codes read aloud in a room usually work.
You cannot regenerate a code on demand. A new one can only be issued by closing and reopening the assessment.
Two things worth knowing
The question order is shuffled once, when the assessment is created, and then fixed. Everybody taking that assessment sees the same order.
Colleagues can see your assessments but not change them. Everybody in your organisation sees every assessment, its access code and its response counts. Only the person who created it — or an administrator — can edit, close, reopen or delete it.
Be aware that the buttons still look available on a colleague's assessment. You find out about the restriction when the action fails, not before you click.
Next
- Sharing an assessment — getting it in front of people
- Grouping people — why one assessment per group
- Deadlines, closing and reopening
Related
- Sharing an assessment — getting the code to the people who need it
- Deadlines, closing and reopening — when it stops accepting answers
- Approving people, and what it costs — what happens when the results arrive