> For the complete documentation index, see [llms.txt](https://docs.tiny.plus/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.tiny.plus/guides/everyday/assessments.md).

# Assessments

Use tiny+’s Ratings + Assessments tool to develop short questionnaires in tiny+ that can be undertaken against a company or project.

## Initial setup

### Step One - Set up your first Assessment

Navigate to **Account Settings -> Ratings + Assessments**.

<figure><img src="https://1957838173-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LnoXYnzHXoSKmkXmIHw%2Fuploads%2Fgit-blob-6e1be4267cc321b7bec290512e5dff8b124cfeef%2Fassessments-settings.png?alt=media" alt="Account Settings, Ratings + Assessments" width="979"><figcaption></figcaption></figure>

Then for an assessment you’d like completed against companies select **create new company assessment** or against projects **create new project assessment**. After you’ve created the assessment, click on the link to open it.

### Step Two - Set up your questions

On the Assessment page, navigate to the *Questions* tab. Here you can set up your assessment questions, which your users will complete. Each question consists of a Title, and explanatory notes, both of which are shown to your users when they are completing the assessment.

You must also specify a response type – this can be:

* Rating (between 0 and 5)
* Rating + Text Response
* Text response only

<figure><img src="https://1957838173-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LnoXYnzHXoSKmkXmIHw%2Fuploads%2Fgit-blob-7725715d10fe524c291b8105e0cbe281de979675%2Fassessment-questions.png?alt=media" alt="The Questions tab of an assessment: three questions, each with a title, notes and a response type" width="979"><figcaption></figcaption></figure>

You must have at least one question, and you may have as many as you’d like.

### Step Three - Activate the assessment

{% hint style="warning" %}
Once you change your assessment to ‘Active’ you will no longer be able to edit the questions.
{% endhint %}

Once you have set up the questions to your satisfaction, you should change your assessment status under the *Overview* tab from `Inactive` to `Active` to allow your users to begin completing assessments. You can also take this opportunity to rename the assessment.

<figure><img src="https://1957838173-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LnoXYnzHXoSKmkXmIHw%2Fuploads%2Fgit-blob-68ad2adbeab977b7e0b2bd25c9184a3f207e5e94%2Fassessment-overview.png?alt=media" alt="The Overview tab of an assessment" width="979"><figcaption></figcaption></figure>

## Completing an assessment

Once you have activated your assessment, these can be completed by you and your users in a few ways:

* Under the newly visible *Assessments* tab for the company or project
* Under the \[...] button next to a company or project in their pipeline view (pictured below)
*

<figure><img src="https://1957838173-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LnoXYnzHXoSKmkXmIHw%2Fuploads%2Fgit-blob-4040a9ccd0f769b1de6ec0a713f5af5318098a79%2Fboard-card-menu.png?alt=media" alt="A company&#x27;s menu on the pipeline board, with Do Client satisfaction review among its items" width="904"><figcaption></figcaption></figure>

## How ratings are generated by assessments

Once assessments are completed against a company or project, if you have asked at least one question which asks for a Rating response, the assessment will generate an average rating number from all the questions which ask for a rating. This number will be between 1.0 and 5.0.

## Admin tools available

On an individual company or project, you can create an assessment to be completed at a later date by choosing **Request a Client Assessment from another team member**.

You can review / edit / delete assessment responses by navigating to **Account Settings -> Ratings + Assessments -> \[Your Assessment name]**. Then going to the *Responses* tab.

This tab also offers you and export facility for all assessments.
