Agency Admin - Assessment Collections

To learn more about the Source: Inherit / Source: Own button, see Agency Admin - eLogic Network

If you prefer video walkthroughs, see VIDEO: Agency Admin - Manage and Create Assessments

Topics covered in this article:

• Assessments Tab - The Basics
• Assessment Collections - The Basics
• Filter Assessment Collections
• View Assessment Collection
• Create Assessment Collection
• Edit Assessment Collection Name
• Add/Remove Assessments Within Collection
• Delete Assessment Collection

Assessments Tab - The Basics

This article will focus on the Assessment Collections section. Use the links below to jump to the Assessment Packs or Assessment Scales articles.

The Assessments tab enables Agency Admins to create and manage Assessment Packs, Scales used on assessments, and Assessment Collections. These three areas are located under the Assessments tab and are broken down into three categories:

Assessment Packs - manage your organization's assessments
Assessment Scales - manage your organization's assessment scales
Assessment Collections - manage your organization's assessment collections

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Assessment Collections - The Basics

Assessment Collections enable Agency Admins to daisy chain more than one assessment together. When a navigator conducts an Assessment Collection, each assessment is finalized in succession and moves the user directly to the next assessment in the Collection. Assessment Collections streamline the process of conducting multiple assessments in one session.

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Filter Assessment Collections

1. Click Agency Admin from the system navigation bar
2. Click Assessments
3. Click the Assessment Collection tab listed on the left
4. Enter the name of the Assessment Collection in the textbox
5. Assessment Collections containing the entered information will filter below

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View Assessment Collection

1. Click Agency Admin from the system navigation bar
2. Click Assessments
3. Click the Assessment Collection tab listed on the left
4. Locate the Assessment Collection you wish to view
5. Click the  settings icon
6. SELECTED ASSESSMENTS are listed on the right

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Create Assessment Collection

1. Click Agency Admin from the system navigation bar
2. Click Assessments
3. Click the Assessment Collection tab listed on the left
4. Enter the Assessment Collection name in the right-most textbox
5. Click Add Group
6. Assessment Collection will appear below
7. Finish creating your Assessment Collection by Adding Assessments to the Collection

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Edit Assessment Collection Name

1. Click Agency Admin from the system navigation bar
2. Click Assessments
3. Click the Assessment Collection tab listed on the left
4. Locate the Assessment Collection you wish to edit
5. Click the  settings icon
6. Make any appropriate changes in the textbox under Assessment Group Name
7. Click Save Assessment Group

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Add/Remove Assessments Within Collection

1. Click Agency Admin from the system navigation bar
2. Click Assessments
3. Click the Assessment Collection tab listed on the left
4. Locate the Assessment Collection you wish to add or remove assessments
5. Click the  settings icon
6. Under the Assessments section, select which AVAILABLE ASSESSMENTS you wish to add to the Assessment Collection
7. Selected Assessments will turn orange and appear under SELECTED ASSESSMENTS to the right
8. Remove an assessment by:
   • clicking the orange selected assessment to deselect
   • clicking the  delete icon next to the SELECTED ASSESSMENT

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Delete Assessment Collection

Assessment Collections can be deleted from the Assessment Collection page or within the Assessment Collection settings

Delete Assessment Collection via Assessment Collections Page

1. Click Agency Admin from the system navigation bar
2. Click Assessments
3. Click the Assessment Collection tab listed on the left
4. Locate the Assessment Collection you wish to view
5. Click the  delete icon

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Delete Assessment Collection via Assessment Collections Settings

1. Click Agency Admin from the system navigation bar
2. Click Assessments
3. Click the Assessment Collection tab listed on the left
4. Locate the Assessment Collection you wish to view
5. Click the  settings icon
6. To the right of the Save Assessment Group button, click the  delete icon

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