Setting Up Your Assessments

*Only Admins have access to this feature.

At the heart of strategic campaign planning lies the need to quickly identify where an individual stands. The color-coded assessments in Action Builder facilitate this, providing an instant visual cue across all views of the Wall Chart. This ensures that you can swiftly make strategic decisions based on a person's assessment.

While the flexibility of Action Builder allows for various configurations, it's essential to note that each organization can only have one assessment scale. This scale can be tailored to your needs, whether as a ladder of engagement or a support scale. To illustrate, a person assessed as '1' could signify a staunch supporter, while a '5' might indicate someone strongly opposed to your campaign's objectives.

Configuring Assessments

Currently, you can only have one assessment scale for your organization — you may make it a ladder of engagement or a support scale, for instance (1s may be rock solid supporters, 5s may be very opposed to your work).

*NOTE: After adding a new assessment level it cannot be removed. You can add additional levels, but not remove existing levels. You can change descriptions, details and colors of existing levels at any time.

How to Set Up Assessments

1. Navigate to the upper right corner of the page and click on the three dots.
   From the dropdown menu, choose "Assessments".
2. In this section, assign a distinct name and color for every assessment level you wish to create.
3. If there's a need to introduce an additional level, click on the "Add" button located at the bottom of the page.
4. Once you're satisfied with your configurations, select "Save Changes".

Assessments in Action Builder serve as a crucial metric for campaign strategists. Setting them up requires forethought, but with the steps outlined above, you're equipped to create an efficient and impactful assessment system for your organization.