Assessment Automation

An Assessment Automation app is a great way to automate the process of collecting information from your employees, vendors, or partners and then processing this data to provide an assessment or outcome.

The app design for Assessment Automation tends to include:
  1. A series of FORM blocks to collect the required information from the end user.
  2. A number of COMP blocks to process the information, run calculations, and provide an outcome.
  3. [OPTIONAL] A DOC GEN block to generate a document based on the information collected.
More specifically, this involves:

Step 1: List out the information required to make an assessment
The first step in building an Assessment Automation app is to list out all the information you need to make an assessment. These will then be mapped to specific questions in the next step.
Step 2: Add questions to your app
Once you have a list of the questions you need to ask your end users, you can start adding questions to your app by creating a new FORM block and adding the questions to it. To do this:
  1. Open up a form block. Drag a form block on to the canvas, click on the block and then click ‘open form builder’ to create a form.
  2. Build out all your questions. Use a paragraph for questions, and experiment with the response field type depending on the question.
The Studio auto-saves your progress as you build, so no need to worry about saving.

Step 3: Mapping Conditional Logic and Pathways
The next step is to map out the conditional logic and pathways that will be used to determine the outcome of the assessment. For example, you may want certain questions or blocks to only appear if the user selects a certain answer to a previous question.
Conditional pathways work exactly the same way as the conditional questions – click on the arrow, and add the condition into the property editor. Conditional pathways always come from questions asked earlier in the assessment. Go back and create the question for the condition if needed.
Step 4: Preparing and uploading your document template [OPTIONAL]
Our last task in the Studio brings us back to our empty Doc Gen block. To generate a document from the App, we need to translate form questions into our document template using formatting similar to the App studio, and then upload this template to the Doc Gen block.

We strongly recommended reading this article on Rich Style Documents before beginning this step.

In a copy of your document template:
  1. Insert variables representing information collected from FORM blocks.
  2. Add conditional tags such as {{#variable_name == “answer”}}YOUR TEXT HERE{{/}} to only render certain parts of your document when certain conditions are met.
  3. Upload this document to the doc gen block. In the doc gen block property editor, tick the “use docx template” and upload your document by clicking on the blue button that Appears.
Step 5: Publishing your App
You made it! All the hard yards are done, publishing is the easy part.
Publishing your Application enables you to assign it to a project team for deployment. This signifies that a version of your Application has been completed and is ready for users outside of the preview screens.
To publish your App:
  1. Access the App landing page by clicking "Apps" in the top navigation bar and selecting the App you want to publish. Click on “Versions and Publishing”
  2. In the list of “Active Versions”, click the Action Icon for the version you wish to publish. Click “Publish” to publish your App.
  3. When prompted to create a Project Team, select “Yes” and then “Internal Access”. Internal Project Teams requires users to sign in before starting or continuing assessments.

Learn more about deploying Apps by clicking here