Create an Assessment

Use the following steps to create a Simulation and add Workflows:

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:

   When you add Workflows to a Simulation, Whatfix Mirror enables Playground Mode by default, which connects the Workflows in the Simulation and enables your users to move freely between them. The Playground Mode setting you configure in the Simulation automatically applies to the Assessment.

   • When Playground Mode is enabled, users move between interconnected Workflows within the Assessment to complete Workflows that test adaptability and reflect real-world variations.

   • When Playground mode is disabled, users must complete each Workflow in a defined sequence before moving to the next, following a fixed path where Workflows are not interconnected.

   For more information, see Understand Playground Mode.

Use the following steps to add and configure an Assessment:

1. Click the Simulation for which you want to create the Assessment.
   

2. Click Add assessment.

   

   Info:

   A dialog box opens with the Assessment tab, where you can configure the Assessment settings.

3. Under the Assessment tab, click Select starting point and choose the Workflow where the Assessment begins. The first screen of the selected Workflow appears as the starting point when users begin the Assessment. This screen serves as the landing page for your users.

   

4. Click Set pass/fail criteria and specify how many Workflows users must complete to pass the Assessment. For example, if the Assessment includes five Workflows, set the criteria to Complete 4 of 5 Workflows to qualify as a pass.

   

Info:

Set the Pass criteria for the Assessment. You can choose from the following options:

• 100%: Users must complete all Workflows in the Assessment to achieve a passing score. Use this option when you require your users to complete every Workflow for certification or compliance.

• Custom: Specify the number of Workflows users must complete to pass the Assessment. Use this option when you want to measure proficiency based on how many Workflows users complete.

Note:

• To display a welcome message at the start and a completion message at the end of the Assessment, enable the Customize start and end screen pop-up toggle.
  

• You can then add personalized messages for your users. For example, display a start screen message at the beginning of the Assessment with short instructions, such as “Welcome to the Training Assessment! Complete all Workflows to finish your training and receive your certificate.” At the end of the Assessment, display an end screen message, such as “You’ve successfully completed the Assessment.”
  

5. Click Create 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, as it can introduce inconsistencies in the Assessment experience. This includes actions such as renaming the Task List, adding or removing tasks, or moving the Task List across stages.