Answering Assessments in Bulk

Users can now open multiple assessments from the same questionnaire in a bulk view. This feature saves time answering similar responses by allowing users to apply scores and other actions to many answers. 

This article includes the following topics: 

• Navigating to Active Assessments
• Creating Bulk Assessments
• Viewing Created Bulk Assessments
• The Bulk Answering Page
  • Question Card
  • Answer Card

Navigating to Active Assessments

1. For registered client connect accounts, navigate to the Active Assessments Screen in the Assessments Module. For guest accounts, navigate to the Active Assessments Screen under the respective Partner.

2. Before selecting assessments, we must filter by the questionnaire. This step exists because we can only bulk-view assessments from the same questionnaire. Select the desired questionnaire by clicking on the Questionnaire dropdown arrow. Once selected, click on the Filter button to proceed.

Creating Bulk Assessments

3. After selecting a questionnaire, click the checkboxes to select the assessments you want to answer. Once done, click Bulk Answer to create the bulk assessment. 

4. The Create Bulk Assessment Window will appear, where you can create a name and add a description. This helps users leave and later find a specific Bulk Assessment under the Bulk Assessments tab.

Viewing Created Bulk Assessments

The Bulk Assessments tab will appear after you've added your first bulk assessment and will let you pick up from where you left off. Click on the Bulk Assessment Name to start bulk answering. 

The Bulk Answering Page

Once the Bulk Assessment Name and Description are added, you will be taken to the bulk answering experience.

To answer many assessments at once, we've created a new page that lists each unique question and each response. You can click on the expand icon on the left-hand side of the page to see a table of contents. This table of contents works just like the table of contents on assessments with one small change: for bulk answering, we will show sub-questions in the table of contents. This change helps us focus users on a single question and set of answers.

Question Card

When you select a question or subquestion, you will see a question card and a series of answer cards below. The question card includes the following:

1. Header information with the question number and count of answers that have been evaluated.
2. Quick actions include adding a comment or changing the assignee across many answers.
3. Question Text
4. Answer Tips
5. Reference files
6. Quick filters

The quick filters can be clicked to hide or show answers that are not answering, answered, or submitted.

Answer Card

Below the question card, you will see cards for each answer. The answer card supports several actions. From left to right, the quick actions icons include:

1. Attach: Opens a modal to attach files to this answer. Files often provide evidence or context for the response.
2. Comment: Opens a modal to add a comment to accompany the answer. 
3. Assign: Opens a modal to assign the answer to another user.
4. Navigate to Details Page: Opens the question in the single assessment view in a new tab.
5. History: View the answer history as you modify this response.
6. Collapse: Collapses the answer card.

The answer card supports the ability to apply an answer to all responses. This lets users quickly apply common answers to save time.

Please Note: The bulk view supports many of the features of assessments but not all. Features that are not supported today include viewing and responding to clarifications and submitting answered assessments. To access these features, select the Navigate to Details Page action to open the single assessment view.