The Configurations screen is where administrators can define tag groups to control who can access assessments, organize tags for filtering and categorization, and manage workspace connections. Proper configuration ensures assessments are shared with the right users and delivered through the correct testing environment.
Profile permissions control which users can access the Configurations area and manage tag groups, tags, and competency bands. By setting permissions, you can determine who can view, create, and edit these settings to support assessment setup and sharing.
1. In the Users menu, click Profiles.
2. From the Permissions tab, select Menu from the Permission Type pull-down. Select Admin from the Role pull-down. Select the applicable profile from the corresponding pull-down.
3. Click Submit.
4. Click the Assessment tab.
5. In the Assessment Setup section, select the applicable check boxes for Configuration.
Configurations: Select the View check box to allow users to access the Configurations submenu. Select the Edit check box to allow users to create, update, and manage tag groups, tags, and competency bands.
Tag Groups: Select the Delete check box to allow users to delete Tag Groups. Select the View check box to allow users to access the Tag Groups tab and view existing groups.
Tags: Select the Delete check box to allow users to delete Tags. Select the View check box to allow users to access the Tags tab and view existing tags.
Default Settings: Select the View check box to allow users to access the Default Settings tab. Select the Edit check box to allow users to configure and modify default assessment settings.
Competency Band Setup: Select the Delete check box to allow users to delete in the Competency Band Setup. Select the View check box to allow users to access the Competency Bands tab and view existing band sets.
6. Click Save to apply changes to profile permissions.
The Tag Groups tab is where you create and manage groups of users who can access shared assessments. Tag groups define the audience for an assessment by grouping users based on schools, courses, profiles, or individual users. These groups are used when sharing assessments to control who can view or edit the content.
1. To start creating a tag group, access the Assessment menu and click Configurations.
2. Select the Tag Groups tab.
3. In the top row, enter information such as the following:
Required fields are marked with a red asterisks ( * ).
Name: Enter a name for the tag group. This name displays when selecting groups during the sharing process.
All Admins: Select the All Admins check box to include all administrative users within your permitted schools.
All Teachers: Select the All Teachers check box to include all teacher users within your permitted schools.
All Schools: Select the All Schools check box to include all schools you have access to.
Schools: From the Schools pull-down, select specific schools to include in the tag group.
Profiles: From the Profiles pull-down, select specific user profiles to include in the tag group.
All Courses: Select the All Courses check box to include all courses within the selected schools.
Courses: From the Courses pull-down, select specific courses to include in the tag group.
All Users: Select the All Users check box to include all users within the selected schools.
Users: From the Users pull-down, select specific users to include in the tag group.
Created By: Populates with the name of the user who created the tag.
4. After you fill out the row, press enter, and then click Save to finish creating the new tag group.
The columns in the Tag Groups data table operate as an ‘AND’ statement. The users will only be eligible for the tag if they meet all criteria entered.
You can import tag groups to quickly create multiple groups at once instead of entering them manually. Importing allows you to upload a CSV file with predefined group criteria, making it easier to set up and manage sharing permissions at scale.
When preparing the CSV file, please follow the formatting guidelines below:
- Checkbox Fields: Use Y to indicate a checked box. (All Teachers, All Users, etc.)
- Schools Column: Enter the school ID; separate multiple entries with commas.
- Profiles Column: Enter the profile ID; separate multiple entries with commas.
- Courses Column: Use the course number; separate multiple entries with commas.
- Users Column: Enter the staff ID; separate multiple entries with commas.
1. To import a tag group, access the Assessment menu and click Configurations.
2. Select the Tag Groups tab.
3. Click the Import button, and then select a CSV file.
4. In the pop-up window, the File includes a header row check box is selected by default. Keep this selected if your CSV file includes column headers.
5. If the headers in your file match the column names in the Tag Groups table, the columns may map automatically. Review each column and make adjustments as needed.
6. Click Import CSV.
7. The imported data populates in the Tag Groups table.
8. Review the imported records and make any necessary updates.
9. Click Save.
1. To edit a tag group, access the Assessment menu and click Configurations.
2. Select the Tag Groups tab.
3. Make the necessary edits.
4. To save edits, click Save.
1. To delete a tag group, access the Assessment menu and click Configurations.
2. Select the Tag Groups tab.
3. Click the red minus sign next to the tag group you want to delete.
4. In the pop-up, click OK to delete the tag group, or click Cancel to return to the Tag Groups screen.
5. Click Save.
The Tags tab is where you create and manage tags that can be applied to assessments. Tags help organize assessments and make them easier to search, filter, and categorize across the platform.
1. To start creating a tag, access the Assessment menu and click Configurations.
2. Select the Tags tab.
3. In the top row, enter information such as the following:
Required fields are marked with a red asterisks ( * ).
Name: Enter a name for the tag. This name is used when tagging assessments and displays in search and filter results.
Benchmark: Select the Benchmark check box to identify the tag as a benchmark. Benchmark tags can be used to group and track assessments tied to specific evaluation criteria.
Category: Enter a Category to group related tags together. When the Benchmark check box is selected, the Category field automatically populates with Benchmark and can't be edited. Categories help organize tags and improve filtering.
Created By: Populates with the name of the user who created the tag.
4. After you fill out the row, press enter, and then click Save to finish creating the new tag.
You can import tags to quickly create multiple tags at once instead of entering them manually. Importing allows you to upload a CSV file with predefined tag criteria, making it easier to set up and manage sharing permissions at scale.
When preparing the CSV file, please follow the formatting guidelines below:
- Checkbox Fields: Use Y to indicate a checked box. (All Teachers, All Users, etc.)
- Schools Column: Enter the school ID; separate multiple entries with commas.
- Profiles Column: Enter the profile ID; separate multiple entries with commas.
- Courses Column: Use the course number; separate multiple entries with commas.
- Users Column: Enter the staff ID; separate multiple entries with commas.
1. To import tags, access the Assessment menu and click Configurations.
2. Select the Tags tab.
3. Click the Import button, and then select a CSV file.
4. In the pop-up window, the File includes a header row check box is selected by default. Keep this selected if your CSV file includes column headers.
5. If the headers in your file match the column names in the Tags table, the columns may map automatically. Review each column and make adjustments as needed.
6. Click Import CSV.
7. The imported data populates in the Tags table.
8. Review the imported records and make any necessary updates.
9. Click Save.
1. To edit tags, access the Assessment menu and click Configurations.
2. Select the Tags tab.
3. Make the necessary edits.
4. To save edits, click Save.
1. To delete tags, access the Assessment menu and click Configurations.
2. Select the Tags tab.
3. Click the delete button (red minus sign) next to the tag you want to delete.
4. In the pop-up, click OK to delete the tag, or click Cancel to return to the Tags screen.
5. Click Save.
The Default Settings tab is where administrators define how assessments behave by default across the platform. From this screen, you can enable or disable key assessment features for all newly created assessments and control whether users can modify those settings when creating or assigning assessments.
1. To configure default settings for assessments, access the Assessment menu and click Configurations.
2. Select the Default Settings tab.
3. Select Default to automatically apply a setting to all newly created assessments. Select Can Change to allow users to modify the setting when creating or editing an assessment or when working in the gradebook.
Allow Portal Alerts: When Default is selected, portal alerts are enabled by default for new assessments, notifying users of assessment activity such as assignments and completion status. When Can Change is selected, users can modify this setting when creating or editing an assessment.
Allow Item Response Feedback: When Default is selected, item-level feedback is enabled by default, allowing users to provide and view feedback for individual responses. When Can Change is selected, users can modify this setting per assessment.
Shuffle Items: When Default is selected, questions are randomized by default so each student receives the assessment in a different order. When Can Change is selected, users can choose whether to shuffle items for individual assessments.
Partial Credit: When Default is selected, partial credit is enabled by default for supported question types, allowing students to earn points for partially correct responses. When Can Change is selected, users can enable or disable partial credit per assessment.
Enable Line Reader: When Default is selected, the line reader tool is enabled by default, providing a movable highlight bar to help students focus on one line of text at a time. When Can Change is selected, users can toggle this tool on or off for individual assessments.
Enable Text Highlighter: When Default is selected, the text highlighter tool is enabled by default, allowing students to highlight text within the assessment. When Can Change is selected, users can control this setting per assessment.
Enable Answer Eliminator: When Default is selected, the answer eliminator tool is enabled by default, allowing students to remove incorrect answer choices on multiple-choice questions. When Can Change is selected, users can enable or disable this tool for individual assessments.
Enable Save and Exit: When Default is selected, the save and exit option is enabled by default, allowing students to save progress and return to the assessment within the available time window. When Can Change is selected, users can adjust this setting per assessment.
Secure Assessment: When Default is selected, secure assessment settings are enabled by default, restricting access to assessment content and limiting visibility in certain areas of the system. When Can Change is selected, users can modify the security setting for individual assessments.
Allow Retakes: When Default is selected, retakes are enabled by default, allowing students to take the assessment again. When Can Change is selected, users can control whether retakes are allowed per assessment.
The Competency Bands tab is where you create and manage scoring bands used to group student performance levels on assessments. Competency bands define score ranges and labels (such as Below Basic, Proficient, or Advanced) that help interpret results and support reporting.
1. To start creating competency bands, access the Assessment menu and click Configurations.
2. Select the Competency Bands tab.
3. In the top row, enter information such as the following:
Name: Enter a name for the competency band set. This name is used to identify the band configuration when applied to assessments.
Default: Select the Default check box to set the competency band set as the default.
4. After you fill out the row, hit enter, and then click Save.
5. In the Band Details column, click View Details.
6. Option 1: Use the Copy From pull-down to copy the structure of an existing competency band set. Select a band set to automatically populate the Level Title, Color, and Min Score fields with the selected configuration. This can be used as a starting point, allowing you to make adjustments without creating bands from scratch.
6. Option 2: In the top row of the table, use the fields to configure each performance level:
Level Title: Enter a name for the performance level (for example, Advanced, Proficient, or Developing). This label displays in reports and helps describe student performance.
Color: Select a color to represent the performance level. Colors are used in reports and visualizations to quickly identify performance tiers.
Min Score: Enter the minimum score required to fall within the performance level. Scores are evaluated against these thresholds to determine the appropriate band.
Required fields are marked with a red asterisks ( * ).
7. When you're done filling out a row, hit enter, and then you can add another performance level if needed.
8. To apply the competency bands, click Save.
1. To edit competency bands, access the Assessment menu and click Configurations.
2. Select the Competency Bands tab.
3. Update the competency band set as needed in the table, or click View Details to modify the performance levels, colors, and score ranges within the band.
4. To save edits, click Save.
1. To delete competency bands, access the Assessment menu and click Configurations.
2. Select the Competency Bands tab.
3. To delete a competency band set, click the delete button (red minus sign) next to the competency band you want to delete.
a. In the pop-up, click OK to delete the band.
b. Click Save.
4. To delete a performance level within the band, click View Details.
a. Click the delete button (red minus sign) next to the level you want to delete.
b. In the pop-up, click OK to delete the level.
c. Click Save.
