Entering and Approving Assessment Data

AssessmentsManual Entry

The following instructions pertain to the manual entry of the minimum data necessary for publishing to the Registry. The Credential Engine team encourages users to include any additional information that is relevant to their assessments. In addition to Credential Engine’s minimum required data and the required if available data sets, we also strongly recommend providing a specific set of data that holds great value for data users – the Recommended Benchmark data set.

For further instructions or questions, please contact the Publishing team at publishing@credentialengine.org.

Entering Assessment Data

  1. Once your organization has been approved to publish, access the Credential Engine Publisher here: https://apps.credentialengine.org/publisher/. Log in using the same login credentials you created in the Accounts System.
  2. Click on the dropdown menu labeled ‘Add New/Bulk Upload’ located at the top left of the page. From there, select ‘Assessment’ under the gray ‘Manual Entry’ subheading.
  3. Start entering assessment data in the Manual Editor. The properties that are considered minimum required data are in red font. Enter the title of the assessment in the designated field labeled ‘Assessment Name.’
  4. In the ‘Primary Organization’ field, use the search bar labeled ‘Search’ to locate the appropriate owning organization, which is likely the organization you are representing. Once you have found the correct organization, click on the ‘Save/Add’ button to add it to the ‘Primary Organization’ column.
  5. Choose the relevant roles for the selected owning organization’s relationship with the assessment in the field labeled ‘Roles for Owning Organization.’ Typically, the owning organization also provides the assessment. Remember that each option in this category has a blue information bubble that can be clicked to access detailed information about each role. Use this resource whenever needed to avoid any confusion.

  6. Provide a summary of the described assessment in the field labeled ‘Assessment Description.’ Please note that this summary is meant to offer general information about the intended assessment and will be displayed as the main description on the assessment detail page. Typically, this information can be found in marketing materials or on the assessment’s webpage.

  7. In the field labeled ‘Life Cycle Status Type,’ specify the current status of the assessment. If the assessment is currently available and being offered, select ‘Active’ as the status.
  8. In the ‘Subject Webpage’ field, enter the web address that provides a description or summary of information about the selected assessment. This URL should direct individuals to a webpage specifically dedicated to providing more details about the assessment, rather than the organization itself.
  9. Enter the primary language used in or by the assessment being described. The language entered will be displayed in a drop-down menu for selection.
  10. Provide either ‘Available Online At,’ ‘Availability Listing,’ or an ‘Available At Addresses.’ If entering ‘Available Online At,’, provide a URL to where this assessment is available online. If entering ‘Availability Listing,’, provide a URL to a page that lists physical and/or online locations where this assessment is available. If entering ‘Available At Addresses,’ click on the ‘Add an Address’ button. Please note that you will have to save the data by clicking on the ‘Save Data’ button at the bottom of the screen before adding an address.

    1. After clicking on ‘Add an Address’, you will be automatically redirected to the Available At Addresses profile. In this section, you will enter the required information, which includes ‘Name’, relevant ‘Address Line(s)’, ‘City,’ ‘Region/State/Province,’ and ‘Postal Code.’ Once you have entered the data for the address, you can choose ‘Save and Close’ to return to the assessment data. Note: If you need to add multiple addresses, select ‘Save and Add Another’, and you will be directed to a new address profile. Repeat this process until you have entered all relevant addresses.

    2. After being redirected back to the assessment data, you will find the listed addresses under the ‘Available At Addresses’ section. Click on the buttons next to each address to ‘Edit’ or ‘Delete’ the data you have entered.
  11. To store all the data you have entered, save it to the Publisher by clicking on the ‘Save Data’ button located at the bottom of the screen.
  12. After entering your data, the next step is to approve your data to be published.

Approving Assessment Data

  1. From the navigation bar at the top of the page, click on the dropdown menu labeled ‘Summary and Downloads.’ From there, select ‘Organization Summary and Downloads’ to be directed to your Organization Summary Page.
  2. On your Organization Summary Page, select the ‘Assessments’ tab. The ‘Assessments’ tab will display all of your uploaded assessments. To easily approve your assessments, select the ‘Select All’ button located on the right-hand side of the screen. This will select all your assessments to be approved at one time. Once the assessments have been selected, click on the green ‘Approve All Selected Items’ button located at the bottom of the screen. Please note that our system will not allow approval of assessments unless your organization has been approved and published. If your organization has not yet been approved, select the ‘My Organization’ tab and click on the ‘Approve my Organization’ button. Following approval, the Credential Engine team will publish your organization to the Registry. Once you receive email notification that your organization has been published, you will be allowed to approve your assessments.

  3. Upon approval of the data, the Credential Engine team will automatically be notified of the approval to be published. Once published to the registry you will receive an email notification of the data being published. Your data will be available on the Credential Finder in about 30 minutes following the publish.