Add an assessment to a path

In a path, the assessment step allows an assessor to evaluate a learner’s understanding. It’s often used to determine if the learner receives a certificate.

The assessment step is triggered once every step before it has been either successfully completed, marked as optional, or is itself an assessment step.

• In a linear path, learners cannot resume the path until the assessment has been completed. After it has been completed:
  • If the assessment is an examination, learners can resume their path if the assessment is passed (they are blocked otherwise, and must be enrolled in a new session).
  • If the assessment is not an examination, learners can resume their path regardless of the assessment result.
• In a non linear path, learners can play steps after the assessment, even if the assessment is not completed.

Assessing a user is a manual action that must be done by the session instructor or the user’s manager. Assessment validations cannot be undone. Make sure all information entered is accurate before submitting a validation.

Add an assessment step

1. At the top of the homepage, click Paths.
2. On the right side of the path row, click  Edit.
3. At the bottom of the Steps section, on the right of Add a step, click Assessment.
4. In the Assessment sidebar, Enter the title of the assessment.
5. (Optional) List any instructions for the learners in the Instructions for learners section.
6. In the Assessed by dropdown, select who will complete the assessment:
   • Instructors
   • Managers
7. (Optional) List any instructions for the assessor in the Instructions for assessor section.
8. In the Validation section, select how the validation is determined:
   • Fail/Pass validation
   • Score to reach
9. (Optional) Turn on the Examination (certificate required) setting, if you would like your learners to be required to pass the validation to receive their certificate.
10. At the bottom right, click Save.

Edit an assessment step

Learners can resume the path regardless of the assessment result. To add an assessment step first, see Add an assessment step →.

1. At the top of the homepage, click Paths.
2. On the right side of the path row, click  Edit.
3. In the Build your training section, under Steps, click on the assessment step.
4. Enter the assessment Title.
5. (Optional) In Instructions for the learners, enter instructions to help learners understand the assessment.
6. From the Assessed by list, select the assessors:
   • Instructors are the default assessors.
   • Managers can be selected instead.
7. (Optional) In Instructions for the assessor, enter information to help the assessor.
8. Select how the assessor validates the learner's progress:
   • Fail/pass validation: the assessor marks the assessment as passed or failed.
   • Score to reach: enter the minimum score learners must achieve to pass. The minimum score is optional.
9. To require learners to pass the assessment to receive a path certificate, turn on Examination (certificate required). This does not prevent learners from completing the path.
   • You must add a certificate to the path before enabling this option.
10. Click Save.

Validate a path assessment

Path assessment validations must be performed by the session instructor or the user’s manager. Assessment validations cannot be undone, make sure all information entered is accurate before submitting a validation.

1. At the top right of the homepage, click notifications .
2. Select # Pending assessments.
3. In the Pending section on the left, select the assessment you would like to complete.
4. On the right, select either Validate  or Reject .

Change the assessor for the assessment step

By default, assessments are done by session instructors. You can choose the learner’s managers instead.

Platform Administrators are able to view and correct any assessments.

1. At the top of the homepage, click Paths.
2. On the right side of the path row, click  Edit.
3. In the Build your training section, under Steps, click on the assessment step.
4. In the Assessment sidebar, open the Assessed by dropdown.
5. Select the new assessor (instructors or managers).
6. At the bottom right, click Save.

Assessors receive a notification when a learner reaches the assessment step.

Use the assessment to determine if a learner receives a certificate

A typical use case of assessment steps is to determine if the learner receives a certificate. This will not prevent the learner from completing the path.

1. At the top of the homepage, click Paths.
2. On the right side of the path row, click  Edit.
3. In the Build your training section, under Steps, click on the assessment step.
4. In the Assessment sidebar, turn on the Examination (certificate required) setting.
   • You must have a certificate in the path, before you can turn on this setting.