Prepare assessment
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Prerequisites
- Access the menu Execution > Assessment Preparation (CO010) or My Tasks > Execution > Assessment Preparation .
- Evaluation plan previously generated and in the preparation stage.
Presentation
The assessment preparation phase is the stage in which the assessor organizes and adjusts the assessment structure before beginning to fill in the proficiency levels.
At this stage, competencies can be added or removed, indicators analyzed (when enabled), assessment items reviewed, and all configurations inherited from the assessment plan verified.
The setup interface can be accessed from either the execution menu or the my tasks menu. The screen displays different behaviors when setup is performed for a single employee or for multiple employees simultaneously.
Prepare assessment
1. Access the menu Execution > Assessment Preparation (CO010) or My Tasks > Execution > Assessment Preparation .
2. In the list of records, locate the group corresponding to the desired Evaluation Plan and Evaluator Type .
3. Select all collaborators from the group, only some of them, or a single collaborator whose evaluation will be prepared.
4. Click the 
toolbar button to open the preparation screen.
5. Note that when preparing an evaluation for a single employee, the General Data section will display the competency and item structure. Clicking on an item will show its details in the side panel.
6. When preparing evaluations for multiple employees simultaneously, the competency structure will be displayed in one column and the employees in the column next to it.
7. Use the toolbar buttons to add, delete, or view skill data as needed. Some options will only be available when a single employee is selected.
8. To record the adjustments made, click Save and Next Step whenever you wish to proceed to the next step of the evaluation.
Actions available in preparing for the assessment
For just one employee
- General data: displays the complete structure of the evaluation.
- Indicator: displays the indicators linked to the employee (requires SoftExpert Performance).
- Include: allows you to add new skills.
- Exclude: removes competencies from the structure.
- Data: Opens the data screen for the selected competency.
For one or more employees
- Save and next step: finalize the assessment preparation.
- Include competency: adds competencies for all selected employees.
- Exclude competency: removes competencies applied to the group.
Finalize assessment preparation
1. After completing the preparation adjustments, you need to send the assessment to the next stage configured in the plan. To do this, follow these steps:
2. On the main preparation screen, locate and select the Assessment Plan grouping and the corresponding Assessor Type .
3. Select all collaborators, some of them, or just one collaborator whose preparation you wish to complete.
4. Click More , and then the 
toolbar button to proceed to the next step.
5. Next, the system will present a confirmation question. Click on the desired option:
- OK: This completes the preparation and makes the assessment available for execution in the Execution > Assessment Execution menu .
- Cancel: keeps the assessment in Preparation status .
In this case, the preparation can also be completed later using the Save and Next Step button on the assessment data screen or through the Assessment Preparation task .
Conclusion
The assessment preparation phase allows for adjustments to all elements of the evaluation process before its execution. After completing the preparation, the assessments are released to those responsible for filling in the proficiency levels.