Assessments

Publish an Assessment

Learn how to publish, enroll users, manage assignments, and configure assessment options in KREDO.

Once an assessment is finalized, use the Publish option to make it available to learners and configure enrollment, scheduling, reminders, reporting, and other assessment options.

Publish an Assessment

You can publish an assessment from either the Courses page or the Assessment Authoring page.

From the Courses Page

  1. On the Courses page, locate the assessment you want to publish.
  2. Select the More (three dots) menu on the assessment tile.
  3. Select General.
  4. On the Course General Settings page, configure the required publishing options.

From the Assessment Authoring Page

Select Publish from the assessment development page.

Note: Selecting Publish also saves the assessment.

General Settings

The General section provides options for making the assessment available to learners and configuring access.

Enable Public

Enable Enable Public to make the assessment available for self-enrollment.

When enabled, Select Self-Enroll Type allows you to make the assessment available to:

  • All – All active users on the platform.
  • Groups – Users in selected groups.
  • Role – Users with selected roles.
  • Job Role – Users with selected job roles.
  • Job Levels – Users with selected job levels.

Learners can find the assessment under Open Courses and choose to self-enroll.

QR Code

Use the QR Code option to download a QR code for the assessment. Share the QR code with users so they can access the assessment by scanning it.

Map the Assessment

You can map the assessment to specific job roles or job levels.

  • Map the Job role to the Course – Select one or more job roles.
  • Map the Job level to the Course – Select one or more job levels.

Copy Assessment URL

Use the Copy URL option to copy the assessment URL and share it with relevant users.

Save Changes

After configuring the required options, select Save to apply the changes.

Reinforcement Assessment

Enable the Reinforcement Assessment toggle to make content creation and video generation options available in the Assessment General section.

Enable Content Creation

Enable Enable Content Creation to generate AI-powered content descriptions for the assessment.

Enable Video Content

Enable Enable Video Content to generate AI-powered videos along with content descriptions.

Reinforcement Logic

You can add multiple sets of questions to a reinforcement assessment.

  • If a learner answers all questions correctly, no reinforcement content is displayed.
  • If a learner answers any question incorrectly, the corresponding reinforcement content is displayed on the learner's dashboard.
  • When video generation is enabled, the corresponding reinforcement video is also displayed.

After configuring the reinforcement assessment options, select Save.

Set Reminders

Use Set Reminders to notify assigned users before the assessment ends.

To add a reminder:

  1. Select Add Reminder.
  2. Configure the required reminder details.
  3. Save the reminder.

You can configure multiple reminders for an assessment.

Enroll Users

Use Enroll Users to assign an assessment to specific users or groups of users.

The available enrollment options include:

  • Users
  • Groups
  • Job Levels
  • Job Role
  • Role
  • By Excel
  • Auto Enrollment

Enroll by Users, Groups, Job Levels, Job Role, or Role

  1. Select the required enrollment option.
  2. Select one or more users, groups, job levels, job roles, or roles.
  3. Select Schedule.
  4. In the Schedule a Course window, specify the required dates and times.
  5. Select Save or the applicable action to complete the scheduling.

The Start Date is mandatory.

Enable Lock After End Date to prevent users from accessing the assessment after the end date.

Enroll by Excel

Use By Excel to assign the assessment using an Excel file.

Supported formats:

  • .XLS
  • .XLSM
  • .XLSX

To enroll users using Excel:

  1. Select By Excel.
  2. Download the Excel template.
  3. Open the downloaded file.
  4. Enter the required user details.
  5. Save the file.
  6. Select Choose File and upload the completed spreadsheet.
  7. Select the applicable action to process the enrollment.
  8. Select Schedule to complete the assignment.

Note: The downloaded Excel template does not contain user data. Enter the required details before uploading it.

If existing values are included in the email/username column, uploading the file can update the corresponding existing records along with new rows.

Auto Enrollment

Use Auto Enrollment to automatically assign an assessment when specific conditions are met.

Select Create Auto-Enroll to configure an auto-enrollment rule.

Select Enrollment To

The available triggers include:

  • New learner is added
  • Learner is added to a group
  • Learner is added to a role
  • Learner is added to a job role
  • Learner is added to a level

For New learner is added, select the enrollment period:

  • Intermediate
  • Custom

For Custom, specify the Start Day and Due by values.

Enrollment Period

The available enrollment periods are:

  • Immediate – Enrollment starts immediately after assignment.
  • Custom – Define a specific start date and due date for enrollment.

Filters

Use AND/OR Filters to refine the users displayed for enrollment.

Filters can be applied to fields such as:

  • First Name
  • Joined
  • Last Login
  • Reporting Manager
  • DOJ
  • Other available user fields

AND Filter

The AND filter returns records that meet all selected conditions.

Example:
First Name = John AND Joined = 2023

This displays users named John who joined in 2023.

OR Filter

The OR filter returns records that meet at least one of the selected conditions.

Example:
First Name = John OR First Name = Sarah

This displays users named either John or Sarah.

Combine AND and OR Filters

You can combine conditions to create more specific results.

Example:

(First Name = John AND Joined = 2023) OR (Last Login = Last 7 days AND Reporting Manager = David Smith)

Select Apply to display the filtered results.

All Users

Enable All Users to publish the assessment to all users on the platform.

Select Schedule to complete the assignment.

Publish All Filtered Users

Use Publish All Filtered Users to select all users who match the applied filters.

Select Schedule to publish the assessment to the selected users.

Assigned Users

Use Assigned Users to view users to whom the assessment has been assigned and reschedule their assignments when required.

To reschedule an assessment:

  1. Select the required users.
  2. Select Reschedule.
  3. In the Reschedule window, specify the End Date and End Time.
  4. Select Update.

The End Date is mandatory.

You can also select Lock After End Date from the More (three dots) menu to prevent access after the assessment end date.

Unpublish an Assessment

Use Unpublish to remove an assessment assignment from users or other assigned entities.

The Unpublish section can include:

  • Users
  • Groups
  • Job Levels
  • Job Roles
  • Roles
  • By Excel

The filtering options are the same as those available when publishing an assessment.

Unpublish Selected Users

  1. Select the users or other entities from which you want to unpublish the assessment.
  2. Select Unpublish.

Unpublish All

Select Unpublish All to remove the assessment from all assigned users.

A confirmation message appears. Select Yes to confirm.

A success message appears after the assessment is successfully unpublished.

Memory Booster

Use Memory Booster to schedule additional learning content for learners based on assessment completion or the assessment end date.

Create a Memory Booster

  1. Select Create Memory Booster.
  2. In On Course, select:
    • Completion
    • End Date
  3. Select the required value in the after field.
  4. In Repeat Every, select the required frequency:
    • Never
    • Day
    • Week
    • Month
    • Year
    • 3 Months
    • 6 Months
    • 9 Months
  5. In Display, select the required content type.

Available display options include:

  • Document – Upload a document using the Upload icon.
  • Web Link – Enter a web URL.
  • Memory Booster – Select an existing memory booster.
  1. Select the check mark to save the memory booster.

To remove a memory booster, select the Delete icon.

Memory Booster Using AI

Memory Booster Using AI allows AI-generated learning content to be created for an assessment.

Note: The Memory Booster Using AI feature is an add-on and may involve additional commercial costs.

Create an AI Memory Booster

  1. Go to Courses and locate the required assessment.
  2. Select the More (three dots) menu.
  3. Select General.
  4. Open the Memory Booster section.
  5. Select Create Memory Booster.
  6. In On Course, select Completion or End Date.
  7. Select the required value in the after field.
  8. In Display, select the required option.

For AI-generated memory boosters, the available options include Document, Web Link, and Memory Booster.

Create a PDF Using AI

When Document is selected:

  1. Select Create a PDF Using AI.
  2. KREDO generates the memory booster as a PDF.
  3. The generated PDF is attached to the upload section.
  4. Use the Pen icon to edit the memory booster.
  5. Use the Delete icon to remove it.
  6. Select the check mark to complete the configuration.

Create a Course Using AI

When Memory Booster is selected:

  1. Select Create a Course Using AI.
  2. KREDO generates the memory booster using AI.
  3. Select the Pen icon to edit it, if required.
  4. Select the check mark to complete the configuration.

To remove the AI-generated memory booster, select the Delete icon.

Logs

Use Logs to view assessment activity, including:

  • The user who created the assessment.
  • The user who updated the assessment.
  • Users to whom the assessment was published.
  • Users from whom the assessment was unpublished.

Share an Assessment

Use Share to share an assessment with users in the Admin, Author, or Manager roles.

  1. Select Share.
  2. Select the users with whom you want to share the assessment.
  3. Select Share.

The shared assessment appears on the recipient's Courses page.

Users with whom the assessment is shared can update the assessment. They have access to the available assessment options except Share.

To remove access, select Unshare/Retract.

Localization

Use Localization to translate an assessment from its base language into another language.

Select Request For Translation to initiate the translation request.

Reviewer

Use Reviewer to request a review of a translated assessment.

Select Request For Review to initiate the review request.

Reports

Use Reports to view assessment statistics and learner activity.

Filters

Use Filters to refine report data using one or more conditions.

Notify

Use Notify to inform learners when an assigned assessment has not been started or completed.

  1. Select the required learner or learners.
  2. Select Notify.
  3. In the Create Notification window, select Create.

Export

Use Export to download the assessment report.

Schedule

Use Schedule to automate report delivery.

  1. Select Schedule.
  2. Enable the schedule.
  3. Configure the required schedule.
  4. Select Save.

The report provides information such as:

  • Assessment Completion Status
  • Total Assigned Users
  • Total Attempts
  • Total Likes
  • Average Time Spent
  • Total Points Scored
  • Total Views
  • Completion Timestamp

Proctoring Report

When proctoring is enabled for an assessment, KREDO records learner activity during the assessment attempt.

The Proctoring Report is available in the Assessment Reports section.

The report can include:

  • Webcam Recording
  • Desktop Recording
  • Periodic Face Capture

Select Webcam Recording or Desktop Recording to view the corresponding recording.

Use View under Periodic Face Capture to review captured images.

You can also use the Search bar to find specific learners and Visible Columns to customize the report table.

Note: The Proctoring Report is available only when proctoring is enabled for the assessment.

Feedback

Use Feedback to view ratings and feedback provided by users who have access to or have completed the assessment.

Select Refresh to update the feedback information.

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