2.5 KiB
Self-Assessments
Self-assessments are confidential surveys sent to individual team members of applicant studios. They are typically used during later interview stages to gather independent perspectives from each team member.
Prerequisites
You need cohort admin or higher access. The application must be at a stage where self-assessments are relevant (typically waiting_second_round or second_round_scheduled).
How Self-Assessments Work
Self-assessments use token-based access. Each team member receives a unique link that does not require a login. The link takes them to a form at /c/{cohort-slug}/assessment/{token} where they complete the survey independently.
Responses are confidential -- they are not shared with the applicant's teammates. The form includes sections like About You, Capacity, Your Role, Co-op Readiness, and Looking Ahead. Questions may include conditional logic where follow-up questions appear based on previous answers.
Sending Self-Assessments
Self-assessment invitations are managed from the application detail page. An admin initiates the process by entering the names and emails of each team member. Each member receives an email with their unique assessment link.
Tracking Completion
The Applications tab shows self-assessment status in the Pipeline column for applications in second-round stages:
- "Self-assessment not sent" (highlighted) -- No assessments have been initiated for this application.
- "Self-assessment: X/Y" -- X of Y team members have completed their assessment.
The SelfAssessmentStatus component on the application detail page provides a detailed view:
- A progress bar showing completion percentage.
- Each member listed with their status: Completed, Pending, or Cancelled.
- Completed members can be expanded to view their responses.
Resending Emails
If a team member has not received or has lost their assessment link, you can resend the email from the application detail page. The resend updates the lastResentAt timestamp for that member.
Cancelling a Member
If a team member should no longer complete the assessment (e.g., they left the studio), you can cancel their invitation. Cancelled members are excluded from the completion count and their status shows as Cancelled.
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Self-assessment responses are stored directly on the application document under selfAssessment.members[].responses. Each member's token, sent date, completion date, and last access time are tracked for audit purposes.
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