How to Create an Assessment | Exercise.com Knowledge Base

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This article explains how to create an assessment, add questions, build scoring formulas, and publish it for clients.

1. Creating a New Assessment

From your main dashboard, click Account in the left-hand menu.
Select Assessments.
Click + Add New Assessment.
Enter the basic details:
- Assessment Name
- Description
Click Save.

Your assessment shell is now created.

2. Adding Questions (Fields)

Click the Fields tab.
Click + Add New Field.
Choose the field type:
- Question Type (multiple choice, checkbox, dropdown, etc.)
- Profile Field
- Measurement
Enter the question text.
If the question is required, check the Required box.
Adjust the Field Position if needed to control the order.
Click Save.

Repeat this process until all questions are added.

3. Scoring the Assessment (Formulas)

Use this section if you want to calculate a total score or assign point values.

Go to the Details tab.
Locate the section labeled Score This Assessment.
Enter your formula.

Example:

q1 + q2 + q3

(Each “q” represents a question.)

Click Save.

Assigning Points to Answers

If you’re scoring by answer:

Go back to the Fields tab.
Edit the question.
Assign point values to checkbox or dropdown answers as needed.
Click Save.

4. Creating Rules (Automated Results)

Use rules if you want different outcomes based on responses or scores.

Click the Rules tab.
Click + Add Rule.
Click + Add Formula.
Under Add Question, select:
- Value (for keyword-based logic), or
- Points (for total score logic).
Add all relevant questions to the formula.
Choose the operation:
- =
- <
- >
Specify the value, keyword, or point total.
Under New Rule Result, select the action (e.g., show message, assign tag, etc.).
Click Save.

5. Previewing & Sharing the Assessment

Click the Preview tab.
Review the assessment to ensure questions, scoring, and rules work correctly.

From this tab, you can also:

Copy the Public Assessment Link
Copy the Existing Member Link

Your assessment is now ready to use.

Common Questions

Can I edit an assessment after creating it?
Yes. You can edit fields, scoring formulas, and rules at any time.

What’s the difference between Value and Points in rules?

Value checks for specific keywords or responses.
Points evaluates the total score assigned to answers.

Do I need to use scoring?
No. Scoring is optional. You can create assessments purely for data collection.

What happens if I don’t mark a question as required?
Clients can skip that question when completing the assessment.

Can I change the order of questions later?
Yes. Use the up or down arrows to the left of the question.

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This article explains how to create an assessment, add questions, build scoring formulas, and publish it for clients.

1. Creating a New Assessment

From your main dashboard, click Account in the left-hand menu.
Select Assessments.
Click + Add New Assessment.
Enter the basic details:
- Assessment Name
- Description
Click Save.

Your assessment shell is now created.

2. Adding Questions (Fields)

Click the Fields tab.
Click + Add New Field.
Choose the field type:
- Question Type (multiple choice, checkbox, dropdown, etc.)
- Profile Field
- Measurement
Enter the question text.
If the question is required, check the Required box.
Adjust the Field Position if needed to control the order.
Click Save.

Repeat this process until all questions are added.

3. Scoring the Assessment (Formulas)

Use this section if you want to calculate a total score or assign point values.

Go to the Details tab.
Locate the section labeled Score This Assessment.
Enter your formula.

Example:

q1 + q2 + q3

(Each “q” represents a question.)

Click Save.

Assigning Points to Answers

If you’re scoring by answer:

Go back to the Fields tab.
Edit the question.
Assign point values to checkbox or dropdown answers as needed.
Click Save.

4. Creating Rules (Automated Results)

Use rules if you want different outcomes based on responses or scores.

Click the Rules tab.
Click + Add Rule.
Click + Add Formula.
Under Add Question, select:
- Value (for keyword-based logic), or
- Points (for total score logic).
Add all relevant questions to the formula.
Choose the operation:
- =
- <
- >
Specify the value, keyword, or point total.
Under New Rule Result, select the action (e.g., show message, assign tag, etc.).
Click Save.

5. Previewing & Sharing the Assessment

Click the Preview tab.
Review the assessment to ensure questions, scoring, and rules work correctly.

From this tab, you can also:

Copy the Public Assessment Link
Copy the Existing Member Link

Your assessment is now ready to use.

Common Questions

Can I edit an assessment after creating it?
Yes. You can edit fields, scoring formulas, and rules at any time.

What’s the difference between Value and Points in rules?

Value checks for specific keywords or responses.
Points evaluates the total score assigned to answers.

Do I need to use scoring?
No. Scoring is optional. You can create assessments purely for data collection.

What happens if I don’t mark a question as required?
Clients can skip that question when completing the assessment.

Can I change the order of questions later?
Yes. Use the up or down arrows to the left of the question.

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