The Assessments Tool

The assessments tool enables admins with the Content Manager role to create and manage assessments. Assessments can then be used by coaches to record data related to specific members. 

To access the assessments tool:

• Go to the Settings section of the admin


• Enter the Portal Management module


• Select the portal


• Select “Assessments” from the left-hand menu in the CONTENT section

The table on the main page shows all assessments currently existing in the system and, for custom assessments (those created by the client), in the portal.

1. Actions (listed below)


2. The title of the assessment form


3. The status of the assessment form (green denotes an enabled state which means the form can be accessed for the portal)


4. A check indicates that this is a system form; no check indicates that this is a custom form)

The following actions can be taken for an assessment from this table:

• System assessments can be enabled or disabled, cloned (for editing purposes), previewed (using the form for familiarity), and viewed (observing the structure of the assessment form).


• Custom assessment can be created, edited, enabled or disabled, viewed, and previewed.

Creating an Assessment

• Click the “CREATE” button above the table


• Enter a title for the assessment form


• Click the “Start of Assessment” tile in the builder-field and enter any keywords you want to apply to the assessment form:

Now you can build the form by selecting the plus icon on the left-top corner.

Component Types for Assessment Forms

Assessment forms only include components that are questions, and there are various question-types to choose from. 

• Multiple Choice: A question with a list of answers, only one of which can be selected.*, **


• Multiple Selection: A question with a list of answers, any number of which can be selected.*


• Dropdown: A question with a list of possible answers that drops down from a selector-arrow in the field box.**


• Range: A question with a numerical answer between a selected range. 


• Single Line Text Field: A question with a single-line text-field. 


• Multi-Line Text Field: A question with a multiple-line text-area.


• Date Entry: A question with a calendar entry as the answer.**


• Gender: A dropdown list with options of Male, Female, Trans male, Trans female, Genderqueer, and Non-binary.**

For all question-types, help text can be added in the field beneath the main question field. You can also toggle on "Add question header" which opens a text editor that, once filled in, will show the question beneath a header.

* These question-types include a toggle for an "Other" response. If toggled on, you can manually fill in a prompt for a response that is something other than what is listed in the response list.

** Questions can be linked to system attributes by selecting the "Map responses" toggle beneath the question. This means you can ask for specific information from the member which will populate a specific system attribute. For instance, if a system attribute for the portal is “Gender,” you can use the gender question component with the “Map responses to system attribute” enabled: You can query specific information from the user to populate a specific system attribute.

Linking to custom fields: All of these component types (except for multi-line text field) can be mapped to custom fields by toggling on the "Map responses to system attribute" option. Once toggled on, choose the field you want to map the component to (available configured fields will appear in the dropdown). 

Logic Branching

Questions can be set to have follow-up questions that are related to an answer. For instance, if one question is “Do you have an alarm clock set on a regular basis?” a follow-up question could be set to appear if the answer is “yes.” In this example, if someone answer “yes,” the conditional follow-up question appears, “How often do you wake up without the alarm going off?”

To set a conditional follow-up question after creating a main question, select the “Logic Branching” option at the top-right of the edit field:

In the logic branching field, name the branch and select the answer-option that triggers the branch:

Here is what this branched question looks like in the builder-field:

Using an Assessment 

Once it is enabled for the portal, assessments can be accessed by going to a member profile through the Members section of the admin. For details on filling out and viewing flows and assessments, see this article.