Assessment sharing

You can share assessments with the people who need to read them: another assessor, the applicant whose application was assessed, or a verifier. Each person or organisation you share with sees only the assessments you add for them, read-only, in their own Shared Assessments area. The words assessor, applicant and assessment follow your organisation's own terms if you've renamed them.

Before you start

• You need Can access Assessments with Full Access to the assessments you share. An administrator with read-only access can see the shares but cannot start or change one.
• Only the fields and sections ticked Shared Assessment in the assessment form's builder are ever shown to the people you share with, so check those ticks on the form first.
• Verifiers can be chosen only when Verifiers are turned on for your organisation.

Share assessments

1. Select Assess > Sharing, then select Share Assessments.
2. Details. Tick Scrub scoring to hide every score, and Scrub assessor information to hide who completed each assessment. Select Next.
3. Sharing. Search for and Add each assessor, applicant and verifier to share with. Remove takes one off again. Select Next.
4. Add Assessments. For each person or organisation, select Add Assessments. Narrow the list by assessment round or search by application or assessor, tick the assessments, then select Add selected. An assessment that cannot go to that person is shown unavailable with the reason: an assessor's own assessment, an application that is not the applicant's, or one already added. Remove takes an assessment off the list. Select Next.
5. Publish. Check the summary, then select Publish 🚀. It is available once there is someone to share with and each of them has at least one assessment.

Nothing is visible to participants until you publish. Published shares can't be withdrawn.

The Sharing list

Sharing lists every share, the newest first: when it was started, whether it is a Draft or Published and whether it scrubs the scores or the assessor, who started it, who it is shared with, how many assessments it shares, and when and by whom it was published.

• A Draft you started with Share Assessments opens its wizard where you left it, so you can finish it later.
• A published share opens its summary: who sees which assessments.
• A share made from an assessment round's assignments always opens its summary, even while it is a Draft. It is published with its round, and you change it from the round's assignments, not here.

Sharing an assessment does not change its status or reopen it.

See also

• Assessment templates
• Assignments