To create a new assessment in the Assessment Administration screen:
1. Hover over Assessments in the menu and select Assessment Administration from the submenu.
2. Scroll down and under Add An Assessment, enter the following data, where required:
Assessment Type – Select which type of assessment you want to create. The type of assessment will determine which questions are shown in the header tab of the assessment when it is completed in Greenlight QC1 or QC2.
Assessment Name - The title or name for the assessment.
Assessment Description - Any further descriptive text you want to apply to this assessment.
Assessment Target Type - This defines what you are targeting with this assessment. You can select one of the following options (or leave blank for no target):
Stock code (or product) - Indicates you are assessing a product, either in raw or packed form.
Location – Indicates you are assessing a location, for example a depot, pack-house, production area or cold store.
Version - The version number of the assessment.
Valid From and Valid To - Enter dates here if you want the assessment to only be available temporarily between certain dates. For new assessments, you can add a date solely in the Valid From box so the assessment will not appear in Greenlight applications until a certain date has passed.
Auto-Expire - Tick this check box if you want the assessment to be shelved when the Valid To date has been exceeded.
Expiry Notification - Select a user group to be notified once the Valid To date has been exceeded. The group will be notified daily starting from 2 days before the Valid To date is reached.
Guidance - This is a drop-down list of guidance created in the Guidance Administration Choose which to associate with this assessment.
Display Mode - Choose how you would like the assessment to be viewed in Greenlight QC Mobile. You can choose either Tree view, Flat view or Flat view (with Guidance). Below are examples of the same assessment in each mode shown in Greenlight QC Mobile. The tree view has a tree diagram of the questions on the left of the screen and the flat view with guidance shows the quick guidance text to the right of the question column.
Flat View in Mobile:
Tree View in Mobile:
Assessment Status - This displays and allows you to edit the current status of the assessment. If you are creating a new assessment, leave the status as New.
3. Once complete, click Save.
The newly created assessment will appear in the grid at the top of the screen.