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Evaluations and assessments
Evaluations and assessments

Hexfit allows you to do physical tests or evaluations from a bank already present in the software.

Mathieu Gagné avatar
Written by Mathieu Gagné
Updated over a week ago

See the list of available assessments

  1. Click on the “Contacts” tab and choose a client.

  2. Select the “Evaluation” tab.

  3. Click on the desired category to open the drop-down menu and thus display all the tests included in it.

Complete an assessment

  1. Click on the “Contacts” tab and select the client to complete the test for.

  2. Click on the “Evaluation” tab.

  3. Select the desired assessment(s) by clicking on it.

  4. Click “complete” to fill them-up.

  5. Once completed, click “publish”.

View data

Once the assessments are completed, you will be able to see the summary in PDF format under the “Cloud storage” tab.

The data that is included in the assessments can also be viewed from the “See all data” section.

Create a “template”

If you want to save a list of ratings for reuse in the future, you can simply create a document.

Templates can also be filled in groups, unlike assessments.

By clicking on “Add”, you will be able to select the element or the evaluation to insert.

Learn more about assessments

When picking an assessment, you can get more information by clicking on the " ? "

Among other things, you will see:

  • If there are other known names for this test.

  • The name of the data that is included in the assessment

  • The category in which this data will appear

  • Description and procedure of the standard test*

    • This is a help, but Hexfit gives you the flexibility to do the test the way you want.

Further information

  • To learn more about how to create a document, click here.

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