Assess
Relevant for: Normal observers, lead observers, moderators (see "User roles")Overview
When you click “Assess” in the lower line, you will first see an “Overview” of the competencies and behavioral anchors to be evaluated in the exercise, as well as the “Submit Ratings” button at the end of the page. Above the competencies and behavioral anchors, you will see a legend with scale labels. Only scale points with an individual scale label are displayed here. Scale points without a label are not shown in the legend. If you have chosen scale labels with symbols/characters instead of numbers, these will also not appear in the legend.
Rating
By default, the rating scale is initially hidden. To display it, click “Rating” on the left side of the screen, above “Overview”. The scale - whether with numbers or individual symbols/characters - will then be available for all competency ratings. Here you can now give your rating of the candidate’s competencies based on the behavioral anchors.
The competencies or behavioral anchors can be assessed in various ways:
- Evaluation of a competency without behavioral anchors
- Evaluation of individual behavioral anchors based on the set scale points (see scale labels in the legend)
- Evaluation of individual behavioral anchors based on custom scales that specify the candidate’s behavior for an anchor.
Please note that only custom scale points with added labels are shown in the observer interface. For more information on custom scales, see here.
Click the circles next to the behavioral anchors to evaluate an anchor. You will then receive a recommendation for evaluating the entire competency through a color-coded background.
The recommendation for rating the entire competency is the average calculated from the rating of the individual behavioral anchors. You can rate the competency independently of the recommendation.
Click the circles next to the competencies to rate them. You can also rate the competencies without having previously rated the individual behavior anchors.
Alternatively, you can also use the automatic competency average feature. The competencies are then not assessed manually, as the average of the assessed behavior anchors is determined automatically. The average competency score is displayed to the right of the name of the respective competency. You can find out more here.
If you click on the scale points labeled with the assessment-specific color, a tooltip with the scale label will appear so you can always refer to the scale label, even if you scroll down and can no longer see the legend at the top. If you have used individual scale labels with symbols/characters, the same label will appear in the tooltip as in the anchor points.
If the assessment is still in draft status, you cannot assess. While you can click “Assess” in the workflow plan and open the new page, you cannot evaluate or make notes.
To save your entries (for each candidate individually), click “Submit Ratings” in the top right or at the end of the “Assess” page.
If you have not assessed all behavior anchors and competencies, a pop-up window will appear with an overview of all missing ratings. Click on “Return to rating” to be redirected to the Assess page. The missing ratings are highlighted in red. The highlight disappears automatically as soon as a rating has been made.
Alternatively, you can select “Submit” even if not all behavior anchors and competencies have been assessed.
This pop-up window only appears if you have not completed all the ratings.
A pop-up window will then appear informing you of the synchronisation status. The progress bar will show what percentage of ratings and notes have been synchronized. You also have the option to cancel the upload by clicking the “Cancel Upload” button. A new pop-up window will appear warning you that you need to restart synchronization if you end the process now. If you are sure you want to cancel the upload, click “Yes”. The pop-up windows will close automatically, and you will return to the “Assess” page. Click “No” if you do not want to cancel data synchronization; the upload will continue. Once the upload is complete, you can either “Close” the pop-up window or click “Proceed with consolidation”.
If you cancel data synchronization, the notes and ratings are not saved. They will be available only locally to you and cannot be viewed by moderators in the consolidation.
During the assessment, you can open documents and make notes without losing your entries.
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