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Use the below definitions and the overview flowchart to help you determine the best set up for you.  As you review the below chart, please feel free to contact us to discuss how best to create your Projects and Sections to handle the immediate scoring and reporting requirements while looking ahead to the next round of scoring.

Useful Definitions

Tenant: - A complete separation of data. Used for clients customer that have multiple projects serving different clients.

Project - : A grouping of sections. Projects can be used to quickly turn off scoring for an entire grouping of sections.

Section - : A grouping of items that you assign Teams. This allows specific scorers to have access to specific items.

Teams - : A grouping of scorers that you assign to Sections.

Items - : A unique prompt in an assessment (question). Items can be reused across sections but responses are tied to an item + section combination. All scoring settings are created at the item level.

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Order of Setup Tasks

1. Create a Project(s): Items can be used in multiple projects.
2. Create a Team(s): Users can have access to 1 or more tenants with different roles in each tenant.
3. Create Scorers(user): Users not added to a section will not have access to score items.
4. Create a Rubric(s)
5. Create an Item(s): Projects and items can be deactivated/activated preventing scorer access.
6. Create a Section(s):
   1. Assign Items to a Section(s)
   2. Assign Teams to a Section(s)
   3. Upload responses to item (from auditing)

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