> For the complete documentation index, see [llms.txt](https://helpdocs.conducttr.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://helpdocs.conducttr.com/feature-documentation/reporting/assessment-toolkit.md).

# Assessment Toolkit

The Assessment Toolkit enables you to **capture observed behaviours** during a live crisis exercise and translate them into a structured **assessment of
 capabilities**. It works by defining capabilities and observable behaviours in advance.

During the exercise, observers record those behaviours as and when they occur. The results are then mapped and visualised in a bar chart to support debrief and feedback.

{% hint style="info" %}
To find out more about Observers, visit the page below:
{% endhint %}

{% content-ref url="/pages/mRt8uD8EAHmMoF5p6bRG" %}
[Some definitions of who does what](/feature-documentation/designing-and-running/some-definitions-of-who-does-what.md)
{% endcontent-ref %}

## Concept

<figure><img src="/files/8MloF5x6zibINjlAjakF" alt=""><figcaption></figcaption></figure>

The Assessment Toolkit allows multiple Observers to make quantitative assessments about the behaviour of the training audience. Beforehand, the **exercise designer creates the assessment schema which defines what will be measured and how within an exercise**:

<table><thead><tr><th width="134.3333740234375"></th><th width="264.77777099609375">Description</th><th width="394.888916015625">Example</th></tr></thead><tbody><tr><td><strong>Capabilities</strong></td><td>The skills you want players to have</td><td>Good communication, strategic foresight, leadership</td></tr><tr><td><strong>Observations</strong></td><td>The specific, observable behaviours that demonstrate a capability</td><td>Empathy (may demonstrate effective communication), clear delegation (may demonstrate leadership)</td></tr></tbody></table>

Therefore, the designing phase of the Assessment Toolkit determines how to manage multiple real-time observers scoring players differently.

## Designing

### How-to

To get started, name your Assessment Schema and then click `Add Capability`.

<figure><img src="/files/toFSoCJ9S1E5noRYGi4b" alt=""><figcaption></figcaption></figure>

{% stepper %}
{% step %}

### Define capabilities

Each capability becomes a category that Observers will assess players against during the exercise e.g. communication.&#x20;

<div align="left"><figure><img src="/files/4CzOft0L6gPGJjlorjNG" alt="" width="424"><figcaption></figcaption></figure></div>

#### Calculation Method

1. **Average (AVG) (default)**

Calculates the average of all observer ratings.

1. **Sum (SUM)**

Calculates the sum of all observer ratings.

1. **Maximum (MAX)**

Calculates the maximum observer rating.

1. **Minimum (MIN)**

Calculates the minimum observer rating.
{% endstep %}

{% step %}

### Add observations

Now you can add observations to your capability:

<figure><img src="/files/Fo5gRNzJvDd0UEITeDu0" alt=""><figcaption></figcaption></figure>

In the example below, empathy is an indicator of/evidence for effective communication skills.

<div align="left"><figure><img src="/files/Z7YU8W1nEOYEl9dj6A9M" alt="" width="425"><figcaption></figcaption></figure></div>

The Assessment Toolkit lets you decide which inputs to use and how they should be combined to calculate the player's capability:

1. **Star rating (default)**

Allows observers to rate performance on a 3-star or 5-star scale.

2. **Checkbox**

Allows observers to confirm whether a specific behaviour occurred.

3. **Open Text**

Allows observers to leave written comments.
{% endstep %}
{% endstepper %}

As you build your schema, observations appear as cards. You can toggle between capabilities in the right-hand menu to see which observations are linked to each one (highlighted by a black border):

<figure><img src="/files/IahEmrkwwLkphUtn065r" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
When your schema is ready, get in touch with us at **<support@conducttr.com>** to upload it to your space.
{% endhint %}

***

## Running

Once your schema has been uploaded, observers can begin assessing participants during the live exercise.

{% stepper %}
{% step %}

### Facilitator Dashboard

In the Facilitator Dashboard, navigate to `Review` > `Assess`. Here you will find your participants where observers can **rate them against the capabilities** defined in your schema.

If multiple observers are contributing, their ratings will be combined using the selected calculation method.

It's important to mention that observers might not be observing all players at once. This is why you'll find a toggle under *Observing*, as shown in the screenshot below. Untoggle to remove the player from the observer's assessment.

<figure><img src="/files/Ip0WY928nlSYBovcY8G1" alt=""><figcaption></figcaption></figure>

{% hint style="danger" %}
Observers should remember to press 'Save changes' in the right-hand corner to submit their player capability ratings.
{% endhint %}
{% endstep %}

{% step %}

### View capability results

Navigate to the `Capabilities` tab to view results.

Capability performance is displayed in a visual bar chart, allowing you to:

* See strengths and gaps at a glance
* Compare participants
* Support structured debrief

You can also export your observations as an Excel document for reporting:

<figure><img src="/files/W6fLLQmD0nQZaMcHyRLU" alt=""><figcaption></figcaption></figure>
{% endstep %}
{% endstepper %}


---

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