11.4 Creating Assessments/Quizzes (For Agent Training)

Purpose:

Test understanding and reinforce learning for your agents within your Memberships training courses. Close Master offers two types of assessments.

Accessing the Assessment Builder:

Assessments are created within a Product (course).

  1. Navigate to Memberships → Products.
  2. Edit the specific Product (course) where you want to add the assessment.
  3. In the Product Structure outline (left panel), decide which Category the assessment belongs in.
  4. Click the + button within that Category and select Add Assessment.
  5. Enter Basic Details:
    • Assessment Title: Give it a clear name (e.g., "Module 1 Quiz: Agency Policies", "Assignment: Draft a Sample Offer").
    • Choose Assessment Type:
      • Quiz: Automatically graded multiple-choice or single-choice questions.
      • Assignment: Requires manual review and grading by an administrator/instructor (e.g., submitting a written document, video recording).
  6. Click Save. The assessment placeholder appears in the outline.

Editing a Quiz:

  1. Click the pencil icon next to the Quiz name in the outline. The quiz builder opens.
  2. Configure Quiz Settings:
    • Set optional Passing Grade (%).
    • Upload a Thumbnail image.
    • Write custom Passed Message and Failed Message displayed upon completion.
  3. Add Questions: Click + Add Question. Choose question type (e.g., Single Choice, Multiple Choice).
    • Enter the Question text.
    • Enter the Answer Choices.
    • Mark the Correct Option(s) using the checkbox/radio button next to the correct answer(s).
    • (Optional) Provide an Explanation that users see after answering.
    • Save each question. Add multiple questions as needed. Reorder them by dragging.
  4. Save the entire Quiz settings.

Editing an Assignment:

  1. Click the pencil icon next to the Assignment name in the outline.
  2. Configure Assignment Settings:
    • Choose if it's Ungraded (completion only) or requires grading.
    • Add Instructions explaining the task clearly.
    • Optionally Upload Template Files (e.g., a worksheet for agents to fill out).
    • Set the Confirmation Message displayed after submission.
  3. Save the Assignment settings.

Publishing the Assessment:

  • In the main Product Structure outline, toggle the status of the Assessment item from Draft to Published when it's ready for members to take.

Viewing and Grading Results:

  • Navigate to Memberships → Analytics → Assessments tab.
  • Filter by Product (course) and specific Assessment name.
  • You'll see a list of submissions showing the Member, Status (Passed, Failed, Submitted, Graded), Score (for quizzes), and submission Date.
  • Click on a submission to view detailed answers (for quizzes) or the submitted file/text (for assignments).
  • For Assignments: Review the submission and manually enter a Grade (if applicable) and optionally add Feedback. Click Mark as Graded.