Create an Assessment

Whatfix Mirror enables you to create an Assessment of the Workflows included in a Simulation. To evaluate how accurately and independently your end users complete each task, use an Assessment within the Simulation. Mirror also captures performance metrics and displays analytics that reveal how your users interact with each Workflow.

Note:

• Only users with Account Manager and Content Manager roles can access and view the Whatfix Mirror Dashboard.

• Assessments are supported only for Simulations. They do not apply to individual Workflows. To assess a specific Workflow or multiple Workflows, add it to a Simulation first.

Use the following steps to create an Assessment:

1. On the Whatfix Mirror Dashboard, click Create simulation.

   

2. In the Create simulation dialog box, enter a name for the Simulation.

   

3. Click Create.

   

4. Select the Workflow(s) that you want to add to the Assessment.

   

5. Click Move to Simulation.

   

6. Click the Simulation where you want to move the selected Workflow(s).

   

7. Click Move.

   

   Note:

   By default, Whatfix Mirror does not enable Assessment Mode when you add Workflows to a Simulation.

8. Click Add assessment.

   

   Info:

   • Whatfix automatically creates a Task List for the Assessment to help your users track their progress and names it in the following format: Auto_AssessmentTasklist_<Assessment ID>.

   • Whatfix also creates an Auto Tag for the Task List that cannot be removed or edited. The tag appears in the following format: Auto_Assessment_Tag_<Assessment ID>.

   • Whatfix does not recommend editing the Task List. This includes actions such as renaming the Task List, adding or removing tasks, or moving the Task List across stages.

9. Click Continue.

   

10. Select the Workflow that should appear first in the Assessment. The first screen of this Workflow serves as the landing page for your end users.

    

11. Click Create assessment.

    

Note:

• Preview the Assessment to verify the end-user experience before you share the Assessment. For more information, see Preview an Assessment.

• Once you preview the Assessment and confirm the end-user experience, share the Assessment to evaluate how effectively your end users complete tasks without guidance. For more information, see Share an Assessment.

• When you share an Assessment, Whatfix generates insights to track your end users’ performance. For more information, see Assessment Analytics.