Admin - How to create Assessment tools

To get to +Assessment, select +Assessment from the extensions tab on the right-hand side of the toolbar. A new item will appear in the toolbar - +Assessment.


From the new +Assessment tab select > Assessment Matrix -


  1. Select the qualification code; mceclip2.png 
  2. Click on the 'All Units' search field and then type in/select the relevant unit code; mceclip3.png 
    • Units that contain existing assessment tools will be indicated by *
    • Units that contain existing assessment tools will also be available to select in the Mapped Units search field

  3. View Mapping Matrix;

    • The left column lists Unit’s Elements & Performance Criteria, Knowledge, Skills
    • Each column represents an assessment tool
    • New columns are added as needed
    • Where there is an existing assessment already built, item ID numbers are displayed in the row of the PC/Knowledge/Skill that it is mapped to

How to add a New Assessment Tool -

  1. Go to 'New Column' and hover in the title block;

  2. Click on the dropdown menu;
  3. Select the type of assessment you wish to build ;
    • Assessment Quiz – for creating quizzes

    • Self Assessment Quiz - only self-marking items selectable 

    • Checklist – for the unit checklist

    • RPL Checklist – for RPL self-assessment quiz

    • RPL Quiz – for RPL observation checklist

  4. Select Create Assessment (added field when "create assessment" is selected);
  5. A window pops up displaying items that are;
    • Mapped to the unit
    • Suitable for the type of assessment you are creating
    • Selected as available for the for Summative/Formative/RPL (see step 17.1, step 7)
  6. Click in the checkbox to select items;
  7. Drag to order items (if required) ;
    • The order in this window will be the order that the items are displayed in the checklist/questions

  8. Name your assessment item ;
    • In the text box above the items, insert the title of the assessment tool replacing the words 'New Column'

    • This is the name that the questions/checklist will be labeled both in the matrix and at top of the assessment tool

    • Alternatively, the name can be edited by clicking on the column header

    • All new assessments will display as New Column until edited and saved

  9. Option to view/print as PDF; mceclip6.png 
    • Where there is an arrangement for you to view other RTOs assessments, they will be available for selection but not editable.
    • At the bottom of the pop-up, any Performance Criteria that are not covered by the selection of questions are listed.
  10. Save

Unit Clustering - 

How to add a unit cluster -

  1. Go to +Assessment -> Add/manage Cluster ;

  2. On the Add/Manage Clusters page, you can see the;
    1. Cluster Name
    2. Qualification
    3. Qualification template
    4. Units


      And a section for managing your existing clusters ;


      3. Find the Qualification you want to add the cluster too, select your units and hit 'Add Cluster.

      4. The cluster now sits under the 'Manage Clusters' section ;

      mceclip2.pngHow to manage unit clusters -

      1. Click on the cluster you want to make changes to ;

      2. You will now be on the 'Edit Cluster' page, where you can make changes to the cluster ;

      - Click save changes to finalise the cluster.

Editing the Name of an Assessment -


The name of the Assessment Tool is displayed as a column heading in the assessment matrix


- In the header of the PDFs -


- When you edit the RPL quiz, in the heading -


How to Edit the name ;

  1. Go to Assessment Matrix
  2. Select Unit
  3. Click on Title in the column header
  4. Edit
  5. OK

Alternatively -

  1. Go to Assessment Matrix
  2. Select Unit
  3. Click on View Assessment/View Checklist in the column header
  4. Edit name field in the pop-up
  5. Hit 'Save'

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