Assessment forms on ShareCARD help organizations evaluate beneficiaries for specific resources based on predefined guidelines. These forms ensure structured and unbiased assessments, allowing teams to determine eligibility efficiently. Follow this step-by-step guide to create and set up an assessment form in ShareCARD.

Step 1: Log In #

1. Access your organization’s dashboard on ShareCARD.
2. Navigate to the Forms section.
3. Click Create a New Form Group.

Step 2: Create an Assessment Form #

1. Inside the new form group, click Create a New Form.
2. Set the Start and End Date – Define the period during which the assessment will be active.
3. Name the Form – Choose a name that clearly relates to the associated project.
4. Provide a Clear Description – Explain the form’s purpose, when it should be used, and how it will be applied.
5. Set a Minimum Score – Define the passing threshold for beneficiaries based on their responses.

Step 3: Add Assessment Questions #

1. Open the newly created assessment form.
2. Draft Relevant Questions – Focus on inquiries that assess a beneficiary’s suitability.
   • Avoid biodata questions (these are already captured during beneficiary profiling).
3. Select Response Types:
   • Short text
   • Paragraph
   • Multiple choice
   • Checkbox
   • Time entry
   • Location entry
   • Image capture
   • Layered question (follow-up response required)
4. Assign Scores to Questions:
   • Allocate points based on importance (e.g., for a total minimum score of 10, distribute 2 points per question for five key questions).
   • Implement negative scoring for responses that indicate disqualification.
5. Mark Required Questions – Ensure critical questions are mandatory.
6. Click Add Question to finalize each entry.
7. Confirm that the total score of all questions aligns with the minimum score requirement.

Step 4: Integrate the Form into Workflows #

1. Navigate to Workflows.
2. Assign the assessment form to a relevant task within the workflow.
3. Link the workflow to a Project.
4. Navigate to the Project Folder, then go to the Workflow section inside the project folder.
5. Assign the project workflow to an Agent.

Step 5: Agent Assessment & Submission #

1. Agents receive a notification about their assigned assessment activity.
2. They identify and assign the workflow to a beneficiary.
3. The assessment form is completed and submitted in the field.
4. ShareCARD automatically calculates the beneficiary’s score upon submission.
5. The system instantly displays whether the beneficiary passed or failed.

Step 6: Next Steps Based on Assessment Outcome #

• Depending on workflow settings, the system provides guidance on the next steps based on the assessment result.

These same steps apply to the registration forms for now. 

For additional support, contact the ShareCARD team.