Manage Assessments

After you create or import Assessments, you can manage them from the Assessments list page. The actions menu allows you to do the following:

• View Assessments to access the details, run content in the Assessment, and view the results.
• Edit Assessments if you need to make any changes to an existing Assessment.
  Imported Assessments cannot be edited. In that case, you must clone the imported Assessment to make a new Assessment with different settings or content.
• Clone Assessments to create a copy of an existing Assessment from the list.
• Export Assessments so that they can be distributed to other users to include in the Director that they manage.
• Delete Assessments to clean up any unneeded entries.

View Assessments on the Director

1. Go to Library > Assessments. The list of Assessments appears.
   
   Assessments List
2. Optional: Click Sort By and choose another option if you want to rearrange how the Assessments are presented, for example, by due date or by who created them.

View Assessment Details

1. Go to Library > Assessments.
2. Select more > View to open the details for a specific Assessment, including Due Date, Created By, Created On, Last Modified, and the External Reference. You can also run content and view Job results from the Assessment details.
   Assessment Details

Edit Assessments

1. Go to Library > Assessments.
2. For the Assessment you want to edit, select more  > Edit.
   If the Assessment was imported, the editing functionality is disabled. You must clone an imported Assessment and edit the cloned entry.
3. Make any changes you need to the Assessment and then select Save.
   If you're removing content from the Assessment, you'll see a prompt where you can confirm the removal.
   Remove Content Confirmation

Clone Assessments

1. Go to Library > Assessments.
2. For the Assessment you want to clone, select  more > Clone.
   MSV copies all of the associated metadata of the selected Assessment and opens it in the Edit view with a new name: <original name> - Copy.
3. Change any configuration parameters, as needed, such as the name, content, goals.
4. Select Save.

Export Assessments

1. Go to Library > Assessments.
2. For the Assessment you want to export, select more  > Export.
   The Assessment is exported as a JSON file and can be imported to another Director.

Delete Assessments

1. Go to Library > Assessments.
2. For the Assessment you want to delete, select more  > Delete.
3. Confirm that you meant to take this action, and then select Delete. 

Multisite Reporting settings

You can also do the following from the Multisite Reporting Settings page:

• Configure whether Assessments are pulled from other Directors to the one you're signed into.
• Change the frequency at which Assessments are pulled.
• Check the Assessment Import History.

For more information, see Settings for Multisite Reporting.