The Settings page is where you can access information about your own profile, organizational structure (including people, organizational units and locations), notifications, and the various question objects that will go into creating assessments.

Profile

You can access your profile by clicking on your name on the left-hand navigation panel of the settings page, or by clicking on your login name in the upper right-hand corner of the screen and clicking the “profile” link in the drop-down menu.

Setup

In the Setup area of the Settings page, you create the nuts and bolts of an assessment, including questions, question building blocks, assessments and notification settings. The Setup area is only visible to superusers.

Organization

In the Organization area, you can view and potentially edit information related to people, organizational units, and locations. Ordinary users can view this information, but only superusers and people with certain roles will be able to make changes.

See also:

• Setup
  • Reference: Working With Answer Choices

  • Reference: Working With Answer Response Groups

  • Reference: Working With Question Categories

  • Reference: Working With Questions

  • Reference: Working With Question Lists
    • FAQ: What determines the ordering of questions?

  • Customizing Notifications

  • Working With Notification Variables

  • Notifications: What Causes Them to Trigger?

  • Working With Risks

• Organization
  • Reference: Roles and Capabilities

  • Reference: Locations