Assigning Assessments

Overview

Transcend provides flexible methods to assign assessments to respondents, ensuring streamlined collaboration and completion.

There are three primary methods available:

• Self-Service: Respondents access and complete assessments via an embedded link.
• Direct Assignment: Assign assessments directly to respondents via email invitations.
• Self-Assign: Respondents with Transcend access can self-assign assessments.

Setting a Default Reviewer

You can set a default reviewer at the group level, automatically assigning this user as the reviewer for all new assessments created within that group.

To learn more about reviewers, please refer to the "Reviewing Assessments" document

Self-Service Assessments

To enable respondents to self-serve assessments:

1. Click the kebab menu at the top right.
2. Select Copy Assessment Link.

This link can be embedded into existing workflows, such as PDLC pipelines or Vendor Onboarding processes, allowing seamless self-service.

Note: Email verification is required to prevent spam when creating and assigning assessments.

Direct Assignment

To directly assign an assessment:

1. Click the Request Assessment button at the top right.
2. In the modal, search for respondents by name or enter their email addresses.
3. Respondents selected here will collaborate on the same assessment.

Assign Sections Individually

1. Select the checkbox Assign sections individually.
2. Assign sections separately to respondents.
3. Click Send Invites.

Requesting Multiple Assessments

1. Click the kebab menu next to Request Assessments.
2. Select Request Multiple Assessments.

Each respondent will receive an individual copy to complete.

Respondents will receive an email prompting them to complete the assessment.

Assessments are tracked individually on the assessment page, providing clear oversight.

Congratulations! You've successfully assigned your assessments. To learn more about how to review assessments, visit the "Review Assessments" document.