Manage pre-training assessments

The Assessment is a series of questions that are presented to the trainee. You may add, modify and delete any of the questions and/or responses. In addition, you can also assign the curriculums to be added and/or subtracted for each response. You can ask questions like: 'Are you a new employee?' and assign new employee training to them automatically.
Create multiple training needs assessments for different groups in your organization. After you create an assessment, you assign it to one or more groups. When a trainee from that group logs into the system for the first time, s/he completes the assessment and is assigned courses based on the responses submitted on the form.

Create a Needs Assessment

  1. Click on the Administration tab at the top of the screen.
  2. Click the Assessments link.
  3. Click Add a New Assessment.
  4. Give your assessment a name, set the interval to indicate how often the assessment should be completed, set enabled to No, and choose whether or not trainees should access the assessment as needed from My TrainCaster.
  5. Click Edit. Add your questions, responses and curriculum assignments.
  6. Click Assignments to assign the assessment to one or more groups.
  7. Click Notifications to send email alerts to supervisors when a trainee completes an assessment. This is optional.
  8. Click Settings. Change Enabled to yes, and trainees now have access to your assessment.

Assessment settings

Use the Settings to Enable/Disable the Assessment. When Enabled, trainees who are required to take the Assessment will immediately be taken to the Assessment when they login. They must complete the assessment before completing/resuming any online courses.

When Disabled, the Assessment becomes unavailable for the trainees to take.

Test your assessment

  1. Click the Administration tab.
  2. Click Assessments.
  3. Click the assessment you want to test.
  4. Click Test Assessment.
  5. Complete the assessment just as a trainee would. You'll see the curriculum assignments based on your responses.

Assign curriculums via assessments

The Training Needs Assessment is one method of automatically assigning curriculums to trainees. The other is Assigning Curriculums by Group. You can only use one of these methods to automatically assign curriculums.

In determining the curriculums that will be assigned to a trainee taking the Assessment, each response's curriculum assignments are added/subtracted starting with the first question and continuing to the last. So, curriculums added by one response may be subtracted by a later response. Note that the curriculum assignments are not cumulative.
For example, a trainee who is assigned to curriculum ABC three times and the last assessment question subtracts curriculum ABC would result in the trainee not being assigned to curriculum ABC.

To use the assessment to assign curriculums:

  1. Click the Administration tab.
  2. Click Curriculum Settings.
  3. Under 'Advanced Curriculum Assignment Methods', select 'Assessments'.
  4. Click 'Update Assignment Method'.