Advisor Assessment Experience: Taking a New/Continuing an Assessment from the Assessment Tile
Understanding Advisor Assessment Tiles
Many advisors access assessments through assessment tiles. The name of the tile usually corresponds to the name of the assessment.
In the below instance, the advisor has been assigned the Business Health Assessment. Since they have never taken this assessment before, the tiles on this dashboard do not display much information. They will start to autofill as the user progresses through assessment experience.
To get started, the advisor must select the Take Assessment button.
Assessment Progress
If an advisor has already started the assessment, but not completed it, they will see a Continue button on the corresponding assessment tile.
Assessment Display Options
This will either open the assessment in a new window or in a separate modal.
Assessment Completion Options
Once the advisor completes the assessment, they have the following options:
- View My Report: The advisor can view their personalized report.
- Update My Score: The advisor can choose to retake the assessment.
Options for Advisors
Additional options are available by selecting the three dots in the bottom right of the tile. From here, the advisor can:
- Re-open their latest assessment with the Open/Launch option
- Take a brand-new assessment by selecting Take Again
- View all their instances of the assessment if they have taken it more than once with the View All option