How to Utilize Welcome Assessments

Learn what welcome assessments are, how to assign them, and how to review their results.

What are Welcome Assessments?

Welcome Assessments are a great way to establish a baseline for a member's training. They assess a member's knowledge in a particular area, recommend courses to improve that knowledge, and allow you to track progress as their knowledge improves.

How to assign Welcome Assessments?

You can assign Welcome Assessments from:

  • The Command Center
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  • The Welcome Assessment Overview page
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After a member completes a Welcome Assessment, the platform will automatically recommend courses to improve their knowledge. The course recommendations are updated every time the member completes the assessment.

You can reassign a Welcome Assessment after a member completes a number of courses. This is a good way to assess their progress as they move through training courses.

How to access Welcome Assessment results and course recommendations?

Individual Members

  1. Go to Team > Team Members.
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  2. Locate the team member and click on their name to view their data.
  3. Scroll down to the "Progress" section and click the "Assessments" tab.
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From there, you can see all of their assessment results. The graph on the left shows the scores for each time they completed the assessment. Hover over one of the data point dots for more details.

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The course recommendations based on the latest completed assessment are shown on the right. Click "See More" to view all of the course recommendations. You also have the option of assigning recommended courses directly from those results.

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Download All Welcome Assessment Scores

Find out what the Welcome Assessment Scores Report includes here.

  1. Go to Team > Reports.
  2. Click the "Create Report" button.
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  3. Select the "Download Member Assessment Scores" option.
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  4. Select the additional options you want and click the "Generate Report" button.
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  5. Wait for the report to generate and click the download icon to download it. The report will download as a CSV file.
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