Adding an Assessment to an Original Document

You can add an assessment to an original document just as you would with any other document.

Syncing Copy Assessments with the Original Assessment

You have the option of locking the structure and most settings of the assessment in a copy by syncing it with the original document's assessment or with the original stand-alone assessment. Then, localized copy owners will be able to localize the text for section headings, questions, answers, and the assessment introduction, but will not be able to add or delete questions or change most assessment settings.

To learn about sync options, see About Sync Modes.

Facilitating the Localization of Synced Assessments

After creating an assessment in an original document that is synced with its localized copies, or creating a stand-alone assessment as an original, you can export that assessment, which automatically creates a Excel spreadsheet for each of the currently synced localized copies assigned a different language than the original. Each spreadsheet contains the original assessment's introduction, section headings, questions, and answers. You can then send the assessment export files to the localized copy owners, who can handle their translation or modification for local context.

Notes: While you can export an assessment from an original, you cannot import one into an original. Importing is only available for localized copies. You can export an assessment while an original is in any status except archived. You can export an assessment from an original regardless of the Original/Copy Mode settings of its localized copies.

Add an Assessment to an Original document

1. Open an original document that has an assessment or an original stand-alone assessment, and then click the Edit Assessment or View Assessment tab.
2. Click Export.

   Important: The Export option is only available if at least one of the localized copies is assigned a different language than the original.

   

3. Follow the prompts to save or download the export file, and then open the folder containing it.

   You should see a compressed file folder with a name in the following format:

   [document ID]_QuestionaireForTranslationExportFiles_[year, month, hour, minute, second].zip

   For example:

   370_QuestionaireForTranslationExportFiles_2019_09_30_10_06_40.zip

4. Extract the folder's contents to a location of your choice. You should now see one or more Excel (.xls) files named with the following format:

   [document ID]_[language code]_QuestionaireForTranslationExportFiles_[year, month, hour, minute, second].xls

   For example:

   371_fr-FR_QuestionaireExportForTranslationFile_2019_09_30_10_06_40.xls

   Important: The number of exported Excel files may or may not be the same as the number of localized copies. An export file is created only if a copy's selected language is different than the original's and is not None.

5. Either copy the extracted Excel files to a network drive where copy owners can access them or email the files to them.