# Managing Your Assessments

The **My Assessments** page is your central hub for creating, managing, and distributing pre-employment assessments. This is where you view all assessments your organization has created or added from the library, configure their settings, send them to candidates, and manage their lifecycle.

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## Navigating to My Assessments

![My Assessments](/files/flow-my-assessmentsfee51e.png)

1. Click the **gear icon** in the left sidebar to open **Settings**.
2. Under **Tools & Automation**, select **Assessments**.
3. You land on the My Assessments view by default.

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## Page Layout

The My Assessments page contains:

- **Assessment Header** — page title and contextual information
- **Action Buttons** — Assessment Library and Create Assessment buttons
- **Filters** — filter button and applied filter chips
- **Assessment Table** — paginated list of all your assessments
- **Pagination Controls** — page navigation and page size selector (10, 20, or 40)

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## Creating a New Assessment

Click the **Create Assessment** button (or **Create Video Assessment** if viewing video-only mode) to open the Create Assessment dialog.

### Step 1: Details

| Field | Description |
|---|---|
| **Assessment name** | Required. Used in emails sent to candidates and in reports. |
| **Role or job title** | Optional. Helps keep the assessment focused on the role. |
| **Assessment type** | Choose from: **General mixed assessment**, **Culture fit and contribution**, or **Video assessment**. Auto-filled when using a template. |
| **Template** | Optional. Search and select a template from the [Assessment Library](/help/assessments-predictive/assessment-library) to start with pre-built questions. |
| **Short description** | Optional free-text description of the assessment. |

When a template is selected, a **Template summary** section appears showing the category, question count, and estimated completion time.

### Step 2: Settings

| Setting | Description |
|---|---|
| **Total questions** | How many questions each candidate receives. Only available for templates with question banks. |
| **Timing** | **Untimed** (no countdown) or **Timed** (enforced countdown). |
| **Time limit** | When timed, set the maximum duration in minutes (up to 180). |

An informational alert explains: *"Total questions controls how many questions each candidate receives. Timed mode enforces a countdown; untimed mode has no timer or hidden deadline."*

### Step 3: Review (Security & Confirmation)

Configure security settings before finalizing:

| Security Setting | Description |
|---|---|
| **Fullscreen required** | Keeps candidates in full screen to reduce tabbing and external lookups |
| **Tab tracking** | Tracks tab switching and focus changes |
| **Copy/paste blocked** | Prevents copying questions or pasting prepared answers |
| **Webcam checks** | Captures periodic webcam snapshots to verify candidate presence |
| **IP tracking** | Records IP addresses for security auditing |

A final **Assessment summary** confirms all settings before creation. Click **Create Assessment** to finalize.

After successful creation, you are automatically navigated to the assessment's **Questions** editor to begin adding or reviewing questions.

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## Assessment Table

The assessment table displays your assessments with sorting, filtering, and action capabilities.

### Table Columns

Each row in the table represents one assessment and typically shows:

- **Title** — the assessment name
- **Type** — Multi-Format, Video, Simulation, Predictive Survey, or Culture Fit
- **Status** — Active or Archived
- **Category** — internal grouping
- **Tags** — skill domain keywords
- **Created by** — the team member who created the assessment
- **Estimated time** — average completion time
- **Created date** — when the assessment was created

### Row Actions

Each assessment row provides several actions:

| Action | Description |
|---|---|
| **Click row** | Opens the assessment's Questions editor |
| **Send Test** | Opens the email test dialog to send the assessment to a test recipient |
| **Print** | Generates a printable version of the assessment |
| **Take Test** | Opens a preview version of the assessment in a new browser tab so you can experience it as a candidate would |
| **Delete** | Removes the assessment (with confirmation dialog) |

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## Filtering Assessments

Click the **Filters** button to open the filter drawer with these options:

| Filter | Options |
|---|---|
| **Search** | Free-text search across titles, descriptions, and creator names with typeahead |
| **Type** | All, Multi-Format, Video, or Simulation |
| **Status** | Active (default), Archived, or All |
| **Category** | Filter by assessment category |
| **Tag** | Filter by skill domain tag |
| **Created By** | Search by creator name or email |
| **Min Minutes** | Minimum estimated completion time |
| **Max Minutes** | Maximum estimated completion time |
| **Created After** | Show only assessments created after a specific date |
| **Created Before** | Show only assessments created before a specific date |

After applying filters, filter chips appear above the table. Remove individual filters by clicking the **×** on each chip.

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## Sending a Test Assessment

The **Send Test** action lets you send an assessment to any email address for testing purposes.

1. Click **Send Test** on any assessment row.
2. In the dialog, fill in:
   - **Email** — the recipient's email address (required)
   - **First Name** — optional
   - **Last Name** — optional
   - **Job** — optionally link the test to a specific job (required for Predictive Survey assessments, with Active, Internal, and Expired jobs available grouped by status)
3. Click **Send**.
4. A success notification confirms the assessment was sent.

> **Note:** Test sends consume one credit from your balance. If credits are exhausted, a **"Limit Reached"** dialog appears directing you to [Purchase Credits](/help/assessments-predictive/purchase-credits).

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## Assessment Configuration

Clicking on an assessment row navigates you to the assessment editor with multiple configuration tabs:

### Details Tab

Configure core assessment metadata:

- **Category** — internal grouping for reporting
- **Best for roles** — comma-separated role types
- **Tags** — comma-separated keywords for filtering
- **Difficulty level** — Easy, Medium, or Hard
- **Total questions** — number of questions each candidate receives
- **Welcome Message** — shown to candidates before they start
- **Email Subject** — subject line for invite emails
- **Default Expiration (days)** — days before the invite link expires
- **Estimated time (minutes)** — informational time shown to candidates (does not affect timer)
- **Timing** — Timed (enforced countdown) or Untimed
- **Time limit (minutes)** — enforced countdown when timed
- **Hide resume upload** — toggle to remove the resume upload prompt from the assessment start page
- **Show percentage score in recruiter views** — controls whether a single % score is displayed in summary cards

### Security Tab

Toggle integrity checks:

- **Fullscreen required** — forces full-screen mode
- **Tab switch tracking** — logs when candidates leave the assessment window
- **Copy/paste blocking** — prevents clipboard operations
- **Webcam verification** — captures periodic snapshots
- **IP tracking** — records IP addresses
- **Desktop only** — blocks mobile and tablet devices (always on for Simulation assessments)

### Auto-Save

All configuration changes auto-save after 800ms of inactivity. The save status indicator shows:

- **"Auto-save on"** — no changes pending
- **"Unsaved changes"** — changes waiting to auto-save (amber)
- **"Saving..."** — save in progress
- **"All changes saved"** — recent save confirmed (green)

### Locked Assessments

Certain assessment types have locked configurations:

- **Predictive Survey** — configuration is locked to preserve validated scoring methodology
- **Culture Fit** — configuration is locked to preserve calibrated scoring
- **Library content** — assessments from locked library templates show: *"This assessment uses locked library content. Edit questions by creating a custom variant."*

### Forking a New Version

If an assessment has already been sent to candidates, a status bar shows invitation statistics (invited, opened, started, completed). You can **Fork a new version** to create a copy that does not affect existing candidate results.

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## Archiving and Deleting Assessments

### Archiving

When you delete an assessment, it is actually archived (soft delete). Archived assessments:

- No longer appear in the default "Active" filter
- Can be viewed by switching the Status filter to "Archived" or "All"
- Cannot be sent to new candidates

### Pipeline Protection

If an assessment is currently attached to a hiring pipeline stage action, you cannot archive it directly. A warning dialog appears:

*"Cannot modify [Assessment Name] because it is still attached to pipeline stages."*

The dialog lists which pipeline stages use the assessment and provides a **Go to Pipeline Settings** button so you can remove the assessment action first.

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## Related Pages

- [Assessment Library](/help/assessments-predictive/assessment-library)
- [Assessment Insights](/help/assessments-predictive/assessment-insights)
- [Auto Send Assessments](/help/assessments-predictive/auto-send-assessments)
- [Video Assessments](/help/assessments-predictive/video-assessments)
- [Purchase Credits](/help/assessments-predictive/purchase-credits)