Quality Create From

If preloading assessments (i.e. the Form is loaded up first with assessments which are then to be allocated), these assessments can be created from a number of sources.

The option for setting the type is done from Main Menu > Form Management > Form - Primary Management > Form - Edit > Choose your Form > From the console on the left choose Quality Options > Load Options section > Create From

1. Input
2. Form
3. Organogram
4. PreLoad

It is possible to limit down the total amount of assessments per person performed depending on the scenario chosen.

1 Input

This is the simplest form of creating assessments. With your form constructed, no loading of assessments is required. Simply type and save with an outcome.

"Reduce loaded" is not applied to this type.

2 Form

This type of assessment is based on contacts / cases in other forms within bxp software. It is possible to link an assessment to a record (CDA) or to a contact (CCL).

The question "Load from: Form" allows the user to select from which form the records / contacts will be loaded.

The question "Form Load: Use" allows the user to assess records or contacts.

When loaded against a large volume of records / contacts, it may be necessary to reduce the number of contacts to a sample. e.g. 3 contacts per agent. "Reduce loaded" when applied will reduce the loaded records / contacts to X specific assessments per person. When using records (CDA), the last agent to interact with the record will be used as the person.

3 Organogram

This type of assessment creates assessments for people with log ins into bxp software, who are associated with a branch of an organogram. In this way it possible to create assessments for a team of people.

The question "Load from: Security Group" allows the user to select from which Organogram Group the users will be selected.

When building from a team of people, how many assessments should be performed for each person. "Reduce loaded" sets the limit of how many assessments will be created for each person.

4 PreLoad

This types of assessment is based on you loading a list of assessments to be performed into bxp software, from an external source such as an Excel spreadsheet.

"Reduce loaded" is not applied to this type.