# Assessments & Tasks

## Assessments & Tasks

Now we get to the **fun** (and sometimes nerve-wracking) part - assessing learner progress!

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### Assessments Overview

* **Formative** or **Summative** types.
* **AI** can handle scoring and marking if configured.
* **Submission Windows**: Control open/close times.
* **Minimum Mark Required**: Set pass thresholds.

<figure><img src="https://1749012385-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FcTyQ05dv9UTW8n6ypeAM%2Fuploads%2Fy3U9XxCd2oVyrygaDTIw%2Fimage.png?alt=media&#x26;token=5c255c6b-0811-45b6-9f3f-6e4a5a3ebeb4" alt=""><figcaption></figcaption></figure>

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### Creating an Assessment

1. **Navigate** to **Assessments & Tasks** tab.
2. **Click** “New Assessment.”
3. **Enter**:
   * **Name:** A name for the assessment.
   * **Status:** Select Inactive, Open or Closed.
   * **Type:** Select Formative or Summative.
   * **Assessing Type:** Select an Assessing Type from the list.
   * **Minimum Mark Required:** Specify a minimum total mark to pass the assessment.
   * **Submission Open Date:** (Optional) Specify a date when teh assessment opens for submissions.
   * **Submission Period:** (Optional) Specify in hours for how long submissions will be accepted.
   * **Learning Course:** (Optional) Associate assessment with a Learning Course.
   * **Learning Module:** (Optional) Associate assessment with a Learning Module.
   * **Learning Activity Definition ID:** (Optional) Associate assessment with a Learning Activity Definition.
   * **Education Cloud Learning Outcome Item ID:** (Optional) Associate assessment with an Education Cloud reference if required.
4. **Click** "Save".

**Scoring** vs. **Marking**:

* **Scoring**: Numeric or raw total.
* **Marking**: Final evaluation (including rationale).

<figure><img src="https://1749012385-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FcTyQ05dv9UTW8n6ypeAM%2Fuploads%2FEEaSSUmqsDxJSJtzsCYd%2Fimage.png?alt=media&#x26;token=da321fb7-477a-463c-9272-88f60f320f65" alt=""><figcaption></figcaption></figure>

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#### Creating Learning Text Tasks

1. **From** the **Assessment Details** page, locate the related **Learning Text Tasks** list.
2. **Click** “New Text Task”.
3. **Enter**:
   * **Name:** A name for the learning text task.
   * **Status:** Select Active or Inactive.
   * **Sequence:** Specify the numerical order for this text task within the assessment.
   * **Description:** (Optional) Provide a detailed description of the text task.
   * **Learning Assessment:** Associate a learning assessment with the text task.
4. **Click** "Save".

<figure><img src="https://1749012385-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FcTyQ05dv9UTW8n6ypeAM%2Fuploads%2F2xog3faUepA1VrkdUV1j%2Fimage.png?alt=media&#x26;token=4ce27719-89f8-4021-96a1-0f135758af4b" alt=""><figcaption></figcaption></figure>

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#### Creating Learner Text Attempts

1. **From** the **Learning Text Task Details** page, locate the related **Learner Text Attempts** list.
2. **Click** “New Learner Text Attempt”.
3. **Enter**:
   * **Name:** A name for the learner text attempt.
   * **Contact:** Select a learner (contact).
   * **Status:** Select Pending, Submitted, Scoring, Scored or Expired.
   * **Learning Text Task:** Associate the learner text attempt with a learning text task.
   * **Attempt:** (Optional) The learner's response or submission.
   * **Attempt Reflection:** (Optional) Reflection text provided by the learner about their attempt.
   * **Attempt URL:** (Optional) A URL to the learner's response if submitted externally.
   * **External File Type:** (Optional) Select Text File or MS Word.
   * **External File Host:** (Optional) Select No External File, Salesforce Files, Public URL or AWS S3.
   * **Score:** (Optional) The score assigned to the attempt by AI or manual marking.
   * **Score Reason:** (Optional) The reason or rationale for the assigned score.
   * **Score Instruction:** (Optional) Instruction or feedback related to the score.
   * **Score Personal Instruction:** (Optional) Personalized instructions or feedback for the learner.
   * **Score Instruction Plus 1:** (Optional) Additional instructions or feedback for further improvement.
   * **Score Personal Instruction Plus 1:** (Optional) Additional personalized feedback for the learner.
   * **Pending Date:** (Optional) Date and time when the attempt was created or set to pending.
   * **Submitted Date:** (Optional) Date and time when the learner submitted the attempt.
   * **Scoring Date:** (Optional) Date and time when the scoring of the attempt started.
   * **Scored Date:** (Optional) Date and time when the scoring of the attempt was completed.
   * **Expired Date:** (Optional) Date and time when the attempt expired.
4. **Click** "Save".

If you are using Assess for Learning, this is automatically populated.

<figure><img src="https://1749012385-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FcTyQ05dv9UTW8n6ypeAM%2Fuploads%2F99hKW4E6GhDvrQWvBIRy%2Fimage.png?alt=media&#x26;token=ad3f675c-69c4-45af-8970-04136ab16d09" alt=""><figcaption></figcaption></figure>

<figure><img src="https://1749012385-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FcTyQ05dv9UTW8n6ypeAM%2Fuploads%2F0fYgpmcOpygCq3iBFk0A%2Fimage.png?alt=media&#x26;token=6b1a0144-ae05-47d4-84fd-08b06590699b" alt=""><figcaption></figcaption></figure>

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#### Creating Learner Text Criterion Scores

1. **From** the **Learner Text Attempt Details** page, locate the related **Learner Text Criterion Scores** list.
2. **Click** “New Score”.
3. **Enter**:
   * **Name:** A name for the text criterion score.
   * **Status:** Select Pending, Submitted, Scoring, Scored or Expired.
   * **Learning Text Attempt:** Associate a learning text attempt with the text criterion score.
   * **Learning Rubric Criterion:** Associate a learning rubric criterion with the text criterion score.
   * **Pending Date:** (Optional) Date and time when the attempt was created or set to pending.
   * **Submitted Date:** (Optional) Date and time when the learner submitted the attempt.
   * **Scoring Date:** (Optional) Date and time when the scoring of the attempt started.
   * **Scored Date:** (Optional) Date and time when the scoring of the attempt was completed.
   * **Expired Date:** (Optional) Date and time when the attempt expired.
   * **Score:** (Optional) The score assigned to the attempt by AI or manual marking.
   * **Score Reason:** (Optional) The reason or rationale for the assigned score.
   * **Score Instruction:** (Optional) Instruction or feedback related to the score.
   * **Score Personal Instruction:** (Optional) Personalized instructions or feedback for the learner.
   * **Score Instruction Plus 1:** (Optional) Additional instructions or feedback for further improvement.
   * **Score Personal Instruction Plus 1:** (Optional) Additional personalized feedback for the learner.
4. **Click** "Save".

If you are using Assess for Learning, this is automatically populated.

<figure><img src="https://1749012385-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FcTyQ05dv9UTW8n6ypeAM%2Fuploads%2FmhghhyLxTLCBfUxKjh4y%2Fimage.png?alt=media&#x26;token=3c0da899-11a0-46c6-aae3-5ecc404ee8f0" alt=""><figcaption></figcaption></figure>

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#### Creating Learning Choice Tasks

1. **From** the **Assessment Details** page, locate the related **Learning Text Tasks** list.
2. **Click** “New Choice Task”.
3. **Enter**:
   * **Name**: A name for the learning choice task.
   * **Status:** Select Active or Inactive.
   * **Sequence:** Specify the numerical order for this choice task within the assessment.
   * **Question:** (Optional)  Provide the text for the question.
   * **Answer:** (Optional) Provide the text for the answer (can have up to 5 answers).
   * **Correct Response Pattern:** A comma-separated list of the correct answer numbers.
   * **Learning Assessment:** Associate a learning assessment with the choice task.
4. **Click** "Save".

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#### Creating Learner Choice Attempts

1. **From** the **Learning Choice Task Details** page, locate the related **Learner Choice Attempts** list.
2. **Click** “New Learner Choice Attempt”.
3. **Enter**:
   * **Name**: A name for the learner choice attempt.
   * **Contact:** Select a learner (contact).
   * **Learning Choice Task:** Associate a learning choice task with the learner choice attempt.
   * **Status:**  Select Pending, Submitted, Scoring, Scored or Expired.
   * **Pending Date:** (Optional) Date and time when the attempt was created or set to pending.
   * **Submitted Date:** (Optional) Date and time when the learner submitted the attempt.
   * **Scoring Date:** (Optional) Date and time when the scoring of the attempt started.
   * **Scored Date:** (Optional) Date and time when the scoring of the attempt was completed.
   * **Expired Date:** (Optional) Date and time when the attempt expired.
   * Attempt Pattern: (Optional) A comma-separated list of answers submitted by the learner.
   * Attempt Reflection: (Optional) Reflection text submitted by the learner about their attempt.
   * **Score:** (Optional) The score assigned to the attempt by AI or manual marking.
   * **Score Reason:** (Optional) The reason or rationale for the assigned score.
   * **Score Instruction:** (Optional) Instruction or feedback related to the score.
   * **Score Personal Instruction:** (Optional) Personalized instructions or feedback for the learner.
4. **Click** "Save".

If you are using Assess for Learning, this is automatically populated.

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#### Creating Learner Marks

1. **From** the **Assessment Details** page, locate the related **Learning Text Tasks** list.
2. **Click** “New Learner Mark”
3. **Enter**:
   * **Name**: A name for the learner mark.
   * **Contact:** Select a contact.
   * **Status:** Select Pending or Marked.
   * **Mark:** The final mark or score assigned to the learner.
   * **Marker Contact:** (Optional) The person (contact) who marked the assessment.
   * **Mark Date:** (Optional) The date when the marking was completed.
   * **Mark Reason:** (Optional) The reason or rationale for the final mark given.
   * **Mark Instruction:** (Optional) Gneral instructions or feedback realated to the assessment.
   * **Mark Personal Instruction:** (Optional) Personalized instructions or feedback for the learner.
   * **Mark Instruction Plus 1:** (Optional) Additional instruction or feedback for further improvement.
   * **Mark Personal Instruction Plus 1:** (Optional) Additional personalized instruction or feedback for the learner.
   * **Learning Assessment:** Associate a learning assessment with the learner mark.
   * **EC Learner Program Requirement ID:** (Optional) Associate an Education Cloud Program Requirement ID with the learner mark if required.
4. **Click** "Save".

If you are using Assess for Learning, this is automatically populated.

<figure><img src="https://1749012385-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FcTyQ05dv9UTW8n6ypeAM%2Fuploads%2Fl8T26cLjyS1SzVF4tyqg%2Fimage.png?alt=media&#x26;token=bf628ff6-8729-40c9-b1a2-514a5e8b2d44" alt=""><figcaption></figcaption></figure>

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### AI-Driven Assessments

When **AI** is enabled:

* **AssessingType** = “AI Aggregated Marking” (with or without manual approval).
* The system uses Rubrics (if provided) to generate initial scores and feedback.
* **Instructors** can override or finalize marks.

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### Next Steps

We’ve covered how to build and configure Assessments. Let’s see how to handle **Learning Groups** next, in Learning Groups, so you can manage classes, cohorts, and membership.