Create a template

If you plan to create multiple assessments with similar properties, you can create a template before creating assessments. To do this:

1. Navigate to the My Templates tab of the My Assessments module and select BUILD A TEMPLATE.
2. Enter information in the available fields: 
   • Assessment Family - the grouping for a range of assessments. Note: this is how the system links together assessments in different subjects and assessment windows, so it's good practice to create and reuse a generic family, such as "[Org name] Internal Assessments".
   • Title - (optional) can be used to add extra context to an assessment. It will appear in the Marketplace, on markbooks and in analysis. It could, for instance, be used to identify which assessment paper has been used.
   • Subject - the subject for which the assessment is being created.
   • Multiple Parts - the number of parts that make up the assessment (e.g. select "2" if the assessment has a Part 1 and Part 2). Note - the number of parts defaults to 1 if you do not enter a number here.
   • Markscheme - this is visible only to customers who have requested the ability to upload different markschemes. If you do not see this dropdown, then a classic numeric markscheme will be used. 
   • Data entry method - this allows teachers to enter marks EITHER at question level OR part level and question level OR total level, part level and question level. 
   • Tiered papers? - whether the assessment is "Tiered" (i.e. does the assessment have separate "Foundation" and "Higher" papers). 
   • Upload question detail? - this slider allows you to upload marks and topics via spreadsheet. See this article for a more detailed description of this process. 
3. Select a topic library (optional). If no topic library is selected, topic-level analysis will not be available for the assessment. Note: you can only select a topic library associated with the subject chosen in step 3.2 above.
4. Assign Marks & Topics.
   • First enter the number of questions on your assessment and click CHANGE. The table will update with the number of questions selected. 
   • (If required) Edit the question name to fit your preferred naming convention. E.G. You may wish to call Optional Questions 3a, 3b, 3c etc.
   • (If required) add question text by clicking ENTER QUESTION in the Question Text column. This text will show up on in markbook and analysis modules when hovering over the question name. 
   • Enter the total potential marks for each question.
   • (If required) Select one or more topics to associate with the question from the selected topic library.
   • (If required) Use the sliders in the Optional Qn? column to link a question with the previous question. Questions you link together are known as Optional Questions in Smartgrade, and only one of the linked questions can be answered by a student. All linked questions must have the same number of marks, though they may have different topics associated with them. See below for a screenshot.
   • Click CONFIRM to save the marks and topic associations.
5. Add attachments (optional). Where prompted, select files for any of the following:
   • Test file - the actual test paper you are sharing with teachers.
   • Markscheme file - the scheme you wish teachers to use to mark the paper.
   • Other file - any other information you'd like to share with people using the test.
6. Save the template. Doing this will make the template show in the My Templates table.
7. Use the template to create an assessment. From the My Templates table, choose "Create assessment" from the actions column for the relevant template. The template details will be used to populate an assessment. Complete the missing details (e.g. year group / academic year / window) and publish it in the same way as you would when setting up an assessment normally.

Hints and tips

• Templates remain editable at all times, so you can change the details contained in a template at any point.