50 lines
2.7 KiB
Markdown
50 lines
2.7 KiB
Markdown
---
|
|
title: Self-Assessments
|
|
collection: Hub User Guide
|
|
path: Hub User Guide/Admin Guide/Self-Assessments
|
|
parentDocument: Admin Guide
|
|
outlineId: ec9b6894-fc9b-4e12-b70c-f067591755b0
|
|
createdBy: Jennie R.F.
|
|
---
|
|
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**.
|
|
|
|
|
|
:::info
|
|
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.
|
|
|
|
:::
|