Collaboration in assessments

  • Release version: Yokohama
  • Updated July 31, 2025
  • 3 minutes to read
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    Summary of Collaboration in Assessments

    The Collaboration feature in the Smart Assessment Engine allows multiple contributors to engage in assessments simultaneously, enhancing team efficiency with real-time updates and presence indicators. This functionality is designed to streamline assessment processes by enabling collaborative work, which is essential for larger, more complex evaluations.

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    Key Features

    • Real-time Collaboration: Contributors can edit assessments simultaneously, with changes visible instantly to all participants.
    • Granular Delegation: Assign responsibility at both the assessment and section levels, ensuring subject matter experts focus on relevant areas.
    • Access Control: Hierarchical access ensures that users inherit permissions for subsections when granted access to a section, maintaining clear ownership and integrity.
    • Distinct Roles: Three levels of access—Primary Owner, Assessment Contributors, and Sectional Contributors—tailor permissions based on responsibilities.

    Key Outcomes

    Collaboration fosters improved quality and accountability in assessments. By allowing parallel task completion, turnaround times are significantly reduced. Every contribution is tracked, ensuring transparency and accountability. This structured approach to collaboration transforms assessments into dynamic, team-driven processes, enhancing alignment and decision-making confidence across teams.

    Collaboration in Smart Assessment Engine enables you to add multiple contributors to an assessment and support live collaboration with real-time updates. It also displays presence indicators to show who is active on the assessment.

    Exploring Collaboration

    The Collaboration feature in the Smart Assessment Engine aims to enhance the efficiency and effectiveness of team-based assessments by enabling multiple users to work together in real-time. It enables assessments to be assigned and reassigned to contributors, with simultaneous editing supported, each user's changes appear instantly to others. Presence indicators also show who are currently active on the assessment.

    To support larger and more complex assessments, collaboration is extended through Granular Delegation, introducing section-level responsibility and access control. Granular delegation enables owners to assign contributors to entire assessments or specific sections, confirming subject matter experts focus only on relevant areas, improving efficiency, and assessment quality overall. Access follows a hierarchical model, when a user is granted access to a section, they automatically inherit access to all subsections within that section. As a result, teams can work together smoothly while maintaining clear ownership, strong data integrity, and visibility into individual responsibilities.

    The Owner has the authority to assign or reassign the assessment and to add or remove contributors. Only the Owner can submit the assessment. Contributors can view the assessments assigned to them and see all participants listed in the side panel, but they cannot reassign or submit the assessment. Contributors can respond to questions and add comments and attachments to the assessment.

    Access levels and roles

    Collaboration supports three distinct access levels, enabling primary owners to tailor permissions based on each contributor's responsibilities:
    Primary owner
    The primary owner has full control over the assessment. They have the authority to:
    • Assign or reassign the assessment to individuals.
    • Add or remove assessment contributors and sectional contributors.
    • Submit the assessment for review or completion.
    • Respond to all questions across all sections.
    • Manage comments and attachments made by all contributors.
    Assessment contributors
    The assessment contributors have full read and write access to the entire assessment. They can:
    • View the entire assessment, including all sections and questions.
    • Respond to questions in any section.
    • Add comments and attachments at the assessment level.
    • See all contributors involved in the assessment.
    Sectional Contributors
    Sectional Contributors provide targeted, granular access for users who should only work on specific sections of an assessment. They have:
    • View the entire assessment, including all sections and questions.
    • See all contributors involved in the assessment.
    • Respond only to their assigned sections.
    • Add comments and attachments at the assessment level.
    Note:
    Section Contributors see visual indicators (lock icons) on sections where they have read-only access, with clear messaging explaining their access level. This granular delegation enables primary owners to distribute assessment work across subject matter experts while maintaining centralized oversight.

    Benefits of Collaboration

    Collaboration in Smart Assessment Engine enables multiple stakeholders to contribute, review, and refine content in real-time. It introduces flexibility, accountability, and improved quality into the process.
    • Tasks can be distributed and completed in parallel, significantly reducing turnaround time.
    • Every change is tracked, confirming accountability and offering a transparent view of who contributed what and when.
    • Collective expert knowledge results in more thorough and reliable assessments.
    • Large and complex assessments become manageable by dividing work among contributors.
    • Granular delegation supports diverse team structures, from full collaboration to highly targeted, section-specific assignments.
    • Section-level assignments create unambiguous responsibility for specific content areas, reducing confusion and overlap.
    • Primary owners retain full visibility and control while delegating specific work to others.

    Collaboration transforms assessments from isolated, siloed activities into dynamic, team-driven processes. By enabling structured collaboration, organizations can not only increase the quality and speed of assessments but also foster greater alignment, transparency, and decision-making confidence across teams.