How to add a new category


The Assessment menu gives you access to the Categories option. Categories are used to group questions that are used in evaluations, for example, you may create a category called Foreign Exchange and add all questions relating to this topic.

Adding a new category

  1. From the main menu select Assessments 4 Categories.
    The List of Categories page will display.

  2. Click the Add new category link at the top left of the page.
    The Name and Description fields will display.

  3. Enter the name and description in these fields, then click Save.
    The new category will be added to the list.

  4. To add questions to the new category, click the Questions icon in that row.
    The List of Questions page will display.

  5. Use the question Wizard or Add new question link to create questions for your category.

  6. Alternatively, you can move questions between categories by select the category to move them from in the Sort by category type listbox, selecting the question to be moved by selecting the checkbox in the relevant rows, then selecting the category to move them to from the Moved checked questions to category listbox.

  7. You can import questions from an Excel file by entering the file location in the Import questions field, or using the Browse button to locate it, then clicking Upload.

 

See also:

Managing Assessments

The List of Categories page

The List of Questions page

The List of Evaluations page

How to edit a category

How to add a new evaluation

How to edit an evaluation

How to add a new question

How to edit a question