Create an Assessment

In this article, we'll walk through:

• How to create Assessments
• What question types are supported

After reading this documentation, you will:

• Understand how to create Assessments using different question types & conditional logic

To create a new Assessment in Workshop, follow the steps below.

1. Ensure you’ve checked out your configuration so you can make changes to your Program.
2. In the Workshop Menu on the left, select Assessments from the Elements section. You will then be taken to the Assessments screen which lists all the Assessments created for this Configuration.
3. Click Create Assessment to create a new Assessment.
4. You will then be taken to the New Assessment page, where you will need to enter information necessary for creating this new Assessment. As you input this information, your changes will appear in the Preview screen on the right side of the page, depending on the information you’re inputting. The fields you need to complete are marked with an asterisk (*): 
   • Title *:  The Title should be unique, and concisely describe what information is being collected. Choose a name that will be easily recognizable in your program —the Assessment will appear in the assessment picker within the Patient Profile and also in Workshop Processes.
5. Add content to your Assessment:

Sections: (Optional) Assessments can have one or more sections to help organize and group questions that are similar or related to the same topic. Important note: Deleting a section will delete all questions within that section.

Section Title: Similar to the title of the Assessment, each Section Title should also be unique, and concisely describe information being collected.

Example: Habits & Practices

Description: Optional. Use this section to provide guidance to your coaches on the type of questions that will be asked in this section or to provide scripting for coaches to give context to the Patient. You can drag this field to make it a bigger text field. Formatting is not supported.

Example: Next I’m going to ask you questions about your habits and practices in your everyday life

Footer: Optional. A footer will appear at the end of the Section

Example: Thanks for sharing that with me.

Questions: To add a new question, click on the (+) button. You can choose from the following question types that will validate the answer format. For each question added, Welkin will automatically create an ID(s) for the question and fields. We recommend you do not change these values unless necessary.

Text Entry: Allows for the answer to be in text form.

Example: “What are some activities you do during the week?”

Static Text: Static text can be used to prompt a coach about how to approach the next question. There is no answer associated with this option.

Example: “Great, thanks for letting me know about some of your activities you do during the week. Let’s switch to talking about your stress levels at work”.

Multiple choice: Allows for the answer to be a value from a set of options defined. Choose Add option to add another options. If you’d like the question to capture multiple options as an answer, check “Multi-select”

Example: “How many times a week do you exercise?” , where answers are “Less than once a week”, “1-2 times a week”, “3-4 times a week”, “More than 4 times a week”

Numerical Entry: Validates that the answer is a number, either an integer or a decimal.

Example: “What is your current weight”

Date Picker Entry: Validates that the answer is a valid date by showing a date picker to choose a date.

Conditional Logic

Conditional questions allow you to specify if there are additional conditions under which this question should be asked. You can choose to disable this question if not relevant by choosing “Disabled” or make a question active by choosing “Visible”. In both cases you will be prompted to select “This question will only be disabled if” either “all of” or “any off” the following questions are true. 

6. Set Visibility:

• Roles: Check the box for each role that you’d like this Assessment to be accessible to.
• Phases: Check the box of each phase you’d like this Assessment to be visible in.

7. Click on Create Assessment to save your Assessment.

Important Note: Draggable mode is currently in beta. We recommend only trying this feature if your assessment does not have conditional logic. Draggable mode can be used to rearrange questions within a section.