Assessments
Introduction
BEMA Software Solutions has partnered with Calvary Church to bring you an Assessments plugin that allows you to quickly create surveys for your Rock Users that can give actionable results to both them and you.
Assessments Content Channel Type
The plugin will add a new ‘Assessments’ Content Channel Type. This type doesn’t require approval or dates set on content items, as we will rely on security settings to determine who sees what assessments. Each type of survey we release will be represented by a Content Channel under this type. In this initial release, only the Rating Survey assessment type is available.
Rating Survey
Content Channel
This content channel allows users to create surveys that ask users questions on a scale of 1-5 and compiles their total scores into configurable Person Attributes. We’ve included a sample Rating Survey assessment called ‘Growth Guide’ provided free of charge by Calvary Church as an example here. This assessment compiles scores into three Person Attributes: Leading Transformation, Experiencing Growth, and Living in Community.
Assessments created using this channel will pull from the following properties and attributes:
Title: This is the title of the assessment you’ve created
Content: This content will be pulled to create the instructions at the top of the survey screen
Submission Date Attribute: This is the person attribute that will be updated to the current date upon the user completing the survey
Assessment Questions: This is a matrix used by the entry block listing the different questions on the survey. It contains the following columns:
Question Text: This is the text that will appear for the question
Person Attribute: When calculating the total score in each ‘Category’, this is the person attribute that the question maps to.
Assessment Results: This is a matrix used by the results block that lists out the different Person Attributes that store the scores, along with text that will display depending on the person’s top scores.
Person Attribute: For each entry in the Matrix, this is the Person Attribute / score category the texts correspond to
Primary Description: If this is a user’s top score, this is the description that gets displayed
Secondary Description: If this is a user’s second top score, this is the description that gets displayed
Result Lava: This is the lava the Results page pulls in to display the results of the assessment.
Person Profile
This survey type relies on Person Attributes to store its data, much like other assessments. For our sample Growth Guide Assessment, we’ve created a category, ‘Growth Assessment’, with three score attributes and a ‘Date Taken’ attribute.
When creating your own surveys, feel free to make as many ‘Score’ attributes as you like. Just make sure to also include a Date Taken attribute as well
Some advice when naming your attributes: The Person Profile Page will list an attribute’s abbreviated name underneath a category header, but when picking attributes elsewhere in Rock, like in a data view filter, it pulls the attribute’s full name. To prevent having multiple attributes with the name ‘Submission Date’ listed in a dropdown, set the full name of your attributes to ‘{Survey Type}: {Attribute Name}’, and keep the abbreviated name nice and short. This will help you parse out which of your many submission date attributes you’re trying to target in the future.
Survey List
Under the My Account page, there is a new page called Survey List. This lists out any assessments built out under the Rating Survey Content Channel along with links to take the assessment and view the results.
Entry Page
The Entry Page lists out all the questions specified in the content channel item’s Assessment Questions matrix. After submitting the survey, users will be taken to the Results Page
Results Page
The results page will be specific to each survey, as it’s set on the content item’s Result Lava attribute. The following objects are passed into Lava as merge fields:
Person: This is the current person
SubmissionDate: This is the date the current person last submitted this survey
Assessment: This is the ContentChannelItem containing the assessment
Scores: This is a list of custom objects with the following properties:
PersonAttribute: This is the Attribute a score is being pulled from
Value: This is the corresponding attribute value tied to the Current Person
PrimaryDescription: This is the primary description pulled from the ContentChannelItem’s Assessment Results attribute.
SecondaryDescription: This is the secondary description pulled from the ContentChannelItem’s Assessment Results attribute.
The results page for the included Growth Guide assessment looks like this:
