Test and Survey Categorization

This article will guide you through creating custom categories to enhance the organization of questions, tests, and surveys, making it easier to manage and streamline the assessment process.

What Are Custom Categories?

Custom categories are additional fields that act as attributes for questions, tests, and surveys. Unlike default fields, these categories are user-defined and not pre-created in the application. They help to:

Classify content more effectively,
Provide additional metadata,
Enable easier search and filtering,
Streamline content management across assessments.

Accessing the Categories Tab

To manage custom categories, follow these steps:

From the main menu, navigate to System and go to Settings and Customization.
Select the Custom Properties tab.
Click on the Categories tab.

The Categories Tab

The Categories tab is structured as follows:

Create New: This button allows users to create new categories tailored to their needs.
Actions Column: In this column, users can perform the following actions:

1. Define Values: Use this option to specify the values associated with a category.
2. Edit: Modify the category’s name, description, or type as needed.
3. Delete Category: Completely remove the category from the system.

ID Column: Displays the unique ID assigned to each category in the system. This ID is particularly useful for integration with external systems.
Name Column: Shows the name of the category for quick identification.
Description Column: Provides a brief description of the category to help users understand its purpose.
Category Type: Indicates the type of the category, which can be:

- Questions Category
- Tests/Survey Category
- Both (applies to questions, tests, and surveys)

Creating a New Category

To create a new category, click the Create New button and follow these steps:

In the dialog box that appears, enter the Category Name.
Optionally, add a Description to provide context or details about the category.
Select the appropriate Category Type:
- Questions Category
- Tests/Survey Category
- Both (applies to questions, tests, and surveys).
Click the Save button to confirm and submit the new category.

Defining Values

To add values to a test category, follow these steps:

Click the Define Values option in the actions column next to the desired test category. A new section will appear, displaying the list of existing values for that category.

Click the Add New Value button.
In the dialog box that appears, enter the Value Name.
Optionally, provide a Description to add context or details about the value.
Click the Save button to confirm and submit the new value.

Note: You can create as many test category values as needed. You can also define sub-values for some values by clicking the desired value in the tree.