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How to use the Psychologically Safe Team Assessment

Get step-by-step guidance on how to use the Psychologically Safe Team Assessment tool. Detailed instructions and image examples will help you learn how to create an assessment, view and edit active and completed assessments, and generate a report.

Create an assessment

In your account dashboard, select Create Assessment to begin. Enter a name for your assessment and select Create New Assessment. You can have multiple active assessments open at any time.
Psychologically Safe Team Assessment dashboard with the Create Assessment tab selected. Psychologically Safe Team Assessment dashboard with the assessment name field selected. Psychologically Safe Team Assessment dashboard with the Create New Assessment button selected.

Send the assessment

Once your assessment is created, a unique assessment link is generated. Send this along with a brief explanation to all team members who you would like to complete the assessment. To do this, you are provided with a generic email template which includes your unique assessment link. Copy and paste the template text into a new email message, customize it, and send it to your team members. Team members click on the assessment link in their email to complete their assessments.
Psychologically Safe Team Assessment dashboard showing the unique assessment link. Psychologically Safe Team Assessment dashboard showing the template email text selected and highlighted.

Monitor your active assessments

View your active assessments

On your dashboard home page, you can view any active assessments in the Active Assessments section. For each active assessment, you can view the date it was created, the end date, the number of days remaining, and the number of completed responses to date. Note that you will not be able to see the results until you close the assessment.
Psychologically Safe Team Assessment dashboard showing the Active Assessments section. Psychologically Safe Team Assessment dashboard showing the Active Assessments section field headings, including date created, end date, number of days remaining and number of completed assessments. Psychologically Safe Team Assessment dashboard showing the end date field in the Active Assessments section.

Change the end date

To change the assessment end date, select the End Date field and choose a new date from the pop-up calendar.
Psychologically Safe Team Assessment dashboard showing the Active Assessments section with the end date field selected and the calendar pop-up showing.

Close an assessment

To manually close an assessment, select the X icon under Close Assessment.
Psychologically Safe Team Assessment dashboard showing the close assessment button in the Active Assessments section.

Re-send the assessment link

To re-send the assessment link or send it to additional team members, select the link icon under Team Assessment Link. Copy the assessment link and share it as needed.
Psychologically Safe Team Assessment dashboard showing the Team Assessment link button in the Active Assessments section. Psychologically Safe Team Assessment dashboard showing the copy button beside the unique assessment link.

View and edit completed assessments

View your completed assessments

Once an assessment is closed, it will move to the Completed Assessments section of your dashboard.
Psychologically Safe Team Assessment dashboard showing the Dashboard Home tab selected. Psychologically Safe Team Assessment dashboard showing the Completed Assessments section.

Delete an assessment

To delete an assessment, select the X icon under Delete Assessment.
Psychologically Safe Team Assessment dashboard showing the delete assessment button in the Completed Assessments section.

Re-open an assessment

To re-open an assessment, select the plus (+) icon under Re-open Assessment. The assessment will move back to the Active Assessments section. Edit the assessment end date and re-send the assessment link following the steps outlined in the Monitor your active assessments section above.
Psychologically Safe Team Assessment dashboard showing the re-open assessment button in the Completed Assessments section. Psychologically Safe Team Assessment dashboard showing an active assessment that was re-opened and moved from the Completed Assessments section.

Generate a report

Generate your assessment report

Select View Report for the desired assessment in the Completed Assessments section of your dashboard. Note, you can only generate a report for completed assessments with at least three responses so that individuals cannot be identified through their responses.
Psychologically Safe Team Assessment dashboard showing the View Report button in the Completed Assessments section.
Once you generate your report, you can view it online. From there, you can download a PDF copy of your report by selecting Download Assessment Report PDF.
Psychologically Safe Team Assessment dashboard showing the online version of the Assessment Report. Psychologically Safe Team Assessment dashboard showing the Download Assessment Report PDF button selected.
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