Certitude Workflow

Use the following workflow to create, manage, and assign questionnaires and assessment for your learners.

  1. In Percipio, review your audiences and attributes so you can efficiently assign a Certitude asset to your learners.
  2. Review the Questionnaires vs Assessments topic to determine which type best meets your needs.
  3. Get to the know the Home page .
  4. Get to know the Editor.
  5. Create new questionnaires and assessments.
    1. Add Details such as title, language, email settings, and conditions for self monitoring.
    2. Add a policy if learners are required to read one in order to answer the questions or meet certification requirements.
    3. Add the questions and answers that display to the learners.
    4. Add a completion message that displays when learners complete the questionnaire or assessment.
    5. Select the reviewers that may need to review learners' responses and follow-up with them if necessary (questionnaires only).
    6. Format the print options if learners want to print the questionnaires or assessments.
  6. See about translations to learn why translating questionnaires and assessments is useful, and create them if desired.
  7. In the editor, publish the questionnaire or assessment so you can assign it to your learners.
  8. Assign the questionnaires and assessments to individual or audience/demographic group Learning Plans.
  9. Review completed questionnaires and comment on responses with the Reviewer.