> 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/labs/paid-apps/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 toolkit maps and visualises the results in a bar chart to support debrief and feedback.

## Concept <a href="#concept" id="concept"></a>

<figure><img src="/files/YjqF0pht1pBY7krm8KT8" 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="139.66656494140625">What is measured</th><th width="200.33349609375">Description</th><th>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 is where you decide how multiple observers' scores get combined.&#x20;

## Designing

### How-to

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

<figure><img src="/files/Qd7GFml6bMSgmvNi6NdY" 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.

<figure><img src="/files/14HehxUPfGOjeMpgM1uE" alt=""><figcaption></figcaption></figure>

#### Calculation Method

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

Calculates the average of all observer ratings.

2. **Sum (SUM)**

Calculates the sum of all observer ratings.

3. **Maximum (MAX)**

Calculates the maximum observer rating.

4. **Minimum (MIN)**

Calculates the minimum observer rating.
{% endstep %}

{% step %}

### Add observations

Now you can add observations to your capability:

<figure><img src="/files/DKnf05meZx1xRCXW4WgH" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/L8rhbSXVomDPO8HqETNa" alt=""><figcaption></figcaption></figure>

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 %}

### Reviewing and editing your schema

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

Click the :pencil2:pencil icon to make any changes to observations.

If you want to change which capability an observations belongs to:

1. Unlink by clicking the slashed :link:link icon on the observation card
2. Select the intended new capability in the left-hand menu
3. Link the observation by clicking the :electric\_plug:plug icon

<figure><img src="/files/llHsg8vCQdP3zaOQ2Koq" alt=""><figcaption></figcaption></figure>

Click `Map`  in the top right-hand corner to get an overview of your schema and review which observations are unlinked / linked to which capabilities.&#x20;

<figure><img src="/files/5Md8dpCsFApOQED8l9PG" alt=""><figcaption></figcaption></figure>

***

## Running <a href="#running" id="running"></a>

### Uploading your schema

Find all saved schemas under `My Assessments`. Then click `Upload` and select your space.

<figure><img src="/files/BjAiTX5cJXoyNvZIUySH" alt=""><figcaption></figcaption></figure>

Now from your Editor, publish your exercise to the correlating space. Once the exercise starts, observers can begin assessing participants.

### Running your schema

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

{% stepper %}
{% step %}

#### Submit observations <a href="#facilitator-dashboard" id="facilitator-dashboard"></a>

If multiple observers contribute, the toolkit combines their ratings using the selected calculation method.

:zap: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.*&#x20;

<figure><img src="/files/27aAz84rPtfWlNBC9o1l" 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 `Capabilities` 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

<figure><img src="/files/6clBCMharlqIF00rxDBu" alt=""><figcaption></figcaption></figure>

You can also export your observations as an Excel document for reporting which contains each players' scores and open text comments.
{% endstep %}
{% endstepper %}


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