Path: Community Settings >> Workflow >> Funnel Management >> Assessment Stage

This stage allows ideas to be assessed by means of custom questions answered by a set or assessors team assigned by the administrator of the community. The administrator invites experts to evaluate popular ideas by rating them based on questions.

  1. Stage Setup
  2. Assessment Stage Functionality on Home page
  3. Assessments, Stats & Remind All non-assessed members
  4. Assessment result Excel export

Stage Setup

  1. Stage Function: Select the Assessment stage from the dropdown. Once selected and saved, this section will be greyed out and cannot be changed to another stage
  2. Stage Name: Create a custom name/label for the selected stage.
    Note: The character limit is 40.
  3. Description: Describe stage functionality or how you would like to use this stage. This description will be mouseover text on stages stack on right navigation of the community homepage
  4. Call to Action Verb: This setting allows you to customize the CTA block on the homepage.
    Note: The character limit is 12.
  5. Stage Change Notification: Enabling this triggers an email notification on the stage change of the ideas.
  6. Enable Stage: This indicates that the stage is active and ready for use. When enabled, the stage will be reflected on the right navigation of the community homepage
  7. Questions: The administrator can add a list of custom questions for assessment
  8. Assessment Team: Administrator assign assess task to individual “Member'' or set of members by selecting "Group” or “Team Role” 
  9. Private Assessment Submission: When turned ON, Assessment data is not shared on the idea detail page, its kept private between the review-submitter and administrator. (One assessor cannot see other assessor's rating). However overall rating will be visible.
  10. Assessors May Edit the Assess Until Stage is Complete: This switch when enabled allows the assessors to keep editing the ideas till the stage is completed.
  11. Comments tab enabled: Enabling this will have two sections in the comments tab one of which will be named Community and the other being the Assessment stage name.  All the comments pertaining to the idea can be entered in the Community tab by any user and any specific comments for the Assessment stage have to be entered in the second tab.                                                      

6. Permitted to assess ideas: Basically, Assessors Team is permitted to participate or submit an assessment on ideas. 

7. Permitted to view current assessment and scores: All community members or group of selected members are permitted to view current assessment and scores on the idea detail page

Assessment Stage Functionality on the Home page

Participants assess and rate ideas based on questions on a scale of 5 stars Assessor can add an assessment note to each question (optional) and click on the finish button. The assessment note will be only visible to the assessor's team.

The assessor can see his own ratings and assessment notes as well as other assessor's ratings (also depends on a privacy setting) on the idea detail page. Such ratings from each assessor are added and averaged to calculate the overall rating on that idea.

Non-participants can view assessment rating /or overall ratings on the idea detail page.

Assessments, Stats & Remind All non-assessed members

Administrator can access assessment results from Community Settings >> workflow >> Funnel Management>> Edit stage >> Click on 'Assessments' and 'Stats' as in above screenshot. 

Assessment details can be viewed with three tabs Assessments, Statistics, Excel.
The assessment Tab displays the comments and ratings for each idea given by each member.
Statistics Tab displays the total number of ratings and the number of members who assessed the ideas.

An email reminder can be sent to all non-assessed members by clicking on the 'Member Assessed' link appearing in blue on the idea stat. Admin will be taken to the 'Member Assessments' page where a list of assessed as well as non-assessed members will appear. 

Clicking on the 'Remind All' link beside 'Members not Assessed' will send an email reminder to all the users who have not assessed.

Assessment Result Excel export

Excel tab helps administrators to get the Assessment result containing all member responses which can be exported to MS Excel format.

The excel report contains 4 sheets named Assessment with workflow name, IdeaScale - Assessment Results, Stats, and Assessment.


Assessment with workflow name: It contains Stage Name, Stage Type, Idea ID, Idea Number, Idea Title, Idea Description, Idea custom fields, Idea Submitter Name, Idea Owner, Idea Campaign, Tags, Assessment Ratings, Assessment, Assessment Questions, Member name & Email.

IdeaScale - Assessment Results: This sheet contains Idea ID, Idea Title, Idea Description, Idea Submitter Name, Member ID, Stage Name, Idea Campaign, Assessment Rating, Assessment Question, Assessing Member ID, Assessing Member Name, Email and Date.

Stats: This sheet contains Idea Title, Idea Description, Idea URL, Total Rating, Member Assessed, Overall Rating and Idea Number.

Assessment: This sheet contains Idea Title, Idea Description, Idea URL, Question, Average Rating, Assessor, Date, Assessment Note, Rating Given and all the Group names in your community.

Here is the link about Assessment Stage rating calculation formula: https://support.ideascale.com/en/articles/3481818-assessment-stage-rating-ca

Here is a short video of how to set up Assessment stage: 

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