# Create an Assessment

[![Signify Header.png](https://signature.signifyhr.co.za/uploads/images/gallery/2025-02/scaled-1680-/emW3hfMrZ1yIDMUv-signify-header.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2025-02/emW3hfMrZ1yIDMUv-signify-header.png)

For this example, we will import assessments into the system. For more information on building assessments using the **Assessment Builder** module, please refer to the **[Assessment Builder](https://signature.signifyhr.co.za/books/assessment-builder-EUM "Assessment Builder")** guide.

- Hover over the **sidebar** menu, then click **Learning Portal**.

![LM OS Training Interventions - Learning Portal.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/WJKJe1Zzm8kFQvvE-lm-os-training-interventions-learning-portal.jpg)

- Click the **spanner icon** to access the system's **Administration** menu.

![LM OS Training Interventions - Learning Portal - System Administration.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/BXkbbFgqwvJpw3b9-lm-os-training-interventions-learning-portal-system-administration.jpg)

- On the **Assessments/Surveys** card, click **Assessment/Survey List**.

[![LM OS Assessments - Assessment Survey List.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/scaled-1680-/7pSDMujzcEN8YHuJ-lm-os-assessments-assessment-survey-list.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/7pSDMujzcEN8YHuJ-lm-os-assessments-assessment-survey-list.jpg)

- The **assessment management** screen will open in a new tab.
- Click on **eAssess Assessments**, then click the **ADD ASSESSMENT CATEGORY** button.

[![LM OS Assessments - Assessment Survey List - Add Asessment Category.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/scaled-1680-/SK30KqJ80uuPnQA5-lm-os-assessments-assessment-survey-list-add-asessment-category.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/SK30KqJ80uuPnQA5-lm-os-assessments-assessment-survey-list-add-asessment-category.jpg)

- Add a **name** for the assessment category.
- Click **SAVE** when you are finished, **SAVE ADD NEW** to add another assessment category, or click **CANCEL** to discard your edits.

[![LM OS Assessments - Assessment Survey List - Add Asessment Category - Add.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/scaled-1680-/24O5pfmvWaUwb3L2-lm-os-assessments-assessment-survey-list-add-asessment-category-add.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/24O5pfmvWaUwb3L2-lm-os-assessments-assessment-survey-list-add-asessment-category-add.jpg)

- The new category has been added to the **assessment management** list.

[![LM OS Assessments - Assessment Survey List - Add Asessment Category - Complete.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/scaled-1680-/VyNHw7P60yAq3dPI-lm-os-assessments-assessment-survey-list-add-asessment-category-complete.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/VyNHw7P60yAq3dPI-lm-os-assessments-assessment-survey-list-add-asessment-category-complete.jpg)

- Close the tab and return to the **Learning Portal** tab.
- On the **Assessments/Surveys** card, click **Question List**.

[![LM OS Assessments - Question List.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/CojhVzkgaDeIrVFH-lm-os-assessments-question-list.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/7pSDMujzcEN8YHuJ-lm-os-assessments-assessment-survey-list.jpg)

- The **question management** screen will open in a new tab.
- Click on **eAssess Questions**, then click the **ADD CATEGORY** button.

[![LM OS Assessments - Question List - Add Questions Category.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/5pqP473KmdLRWDZc-lm-os-assessments-question-list-add-questions-category.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/SK30KqJ80uuPnQA5-lm-os-assessments-assessment-survey-list-add-asessment-category.jpg)

- Add a **name** for the question category.
- Click **SAVE** when you are finished, **SAVE ADD NEW** to add another question category, or click **CANCEL** to discard your edits.

[![LM OS Assessments - Question List - Add Questions Category - Add.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/5DJI5JWOH94jwqW7-lm-os-assessments-question-list-add-questions-category-add.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/24O5pfmvWaUwb3L2-lm-os-assessments-assessment-survey-list-add-asessment-category-add.jpg)

- The new category has been added to the **question management** list.

[![LM OS Assessments - Question List - Add Question Category - Complete.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/ttgQxP9dhFWRh28r-lm-os-assessments-question-list-add-question-category-complete.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/VyNHw7P60yAq3dPI-lm-os-assessments-assessment-survey-list-add-asessment-category-complete.jpg)

- Close the tab and return to the **Learning Portal** tab.
- On the **Assessments/Surveys** card, click **Import from Excel**.

[![LM OS Assessments - Import from Excel.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/tf6x75n0XnQQ7HpC-lm-os-assessments-import-from-excel.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/7pSDMujzcEN8YHuJ-lm-os-assessments-assessment-survey-list.jpg)

- The **Excel import** screen will open in a new tab.
- Click on **BROWSE**.

[![LM OS Import from Excel - Browse.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/obYpjXuv44Q97MoW-lm-os-import-from-excel-browse.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/SK30KqJ80uuPnQA5-lm-os-assessments-assessment-survey-list-add-asessment-category.jpg)

- Click **DOWNLOAD TEMPLATE** to populate, or click **DOWNLOAD EXAMPLE** to view an assessment example file.

[![LM OS Import from Excel - Browse - Download template file.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/bVcPDSF8DM8F4Vn8-lm-os-import-from-excel-browse-download-template-file.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/24O5pfmvWaUwb3L2-lm-os-assessments-assessment-survey-list-add-asessment-category-add.jpg)

- Populate the file with the questions for your assessment. Please keep the following in mind: 
    - - Ensure the **Activity** name in column B is exactly the same as the **AssessmentName** in column Y.
        - For **single-selection questions,** ensure that only one correct answer is assigned a score.
        - For **multiple-selection questions**, ensure the question score in column AJ equals the sum of all correct answers.
        - For the **match column A with B questions**, ensure each answer is assigned a score, and that column AS is populated with a statement.
        - If options should be **randomised**, ensure the answer order for each option is 0 in column AY.
        - When providing **standard feedback** (in column AV), ensure that each option has feedback. Adding feedback to one option will not apply it to the others.
        - Should your **import fail**, download the error export file, and check the feedback provided in the **Status** column (column AZ). Follow the instructions to correct the assessment, then re-upload the file.
- Click **CHOOSE FILE** to upload your assessment, then click **VALIDATE SELECTED FILE**.

[![LM OS Import from Excel - Browse - Upload file.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/scaled-1680-/un7J6RKMWbhZDx4O-lm-os-import-from-excel-browse-upload-file.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/un7J6RKMWbhZDx4O-lm-os-import-from-excel-browse-upload-file.jpg)

- If the validation is successful, click **OK** to proceed.

[![LM OS Import from Excel - Browse - Upload file - Validation successful.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/scaled-1680-/LTZ40X2xjVe3pGUv-lm-os-import-from-excel-browse-upload-file-validation-successful.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/LTZ40X2xjVe3pGUv-lm-os-import-from-excel-browse-upload-file-validation-successful.jpg)

- Click the **assessment category** and the **question category** to which the assessment should be added.
- Click **IMPORT INTO THE SELECTED CATEGORIES**.

[![LM OS Import from Excel - Select categories and import assessment.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/scaled-1680-/gc097ZFZBvHtKqpC-lm-os-import-from-excel-select-categories-and-import-assessment.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/gc097ZFZBvHtKqpC-lm-os-import-from-excel-select-categories-and-import-assessment.jpg)

- On the warning message, click **OK** to proceed.

[![LM OS Import from Excel - Select categories and import assessment v- Confirm.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/scaled-1680-/bCwptbxIlJuLSFB3-lm-os-import-from-excel-select-categories-and-import-assessment-v-confirm.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/bCwptbxIlJuLSFB3-lm-os-import-from-excel-select-categories-and-import-assessment-v-confirm.jpg)

- If the import is successful, click **OK** to proceed.

[![LM OS Import from Excel - Select categories and import assessment - Success.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/scaled-1680-/5bOCQy75H2w1ftdJ-lm-os-import-from-excel-select-categories-and-import-assessment-success.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/5bOCQy75H2w1ftdJ-lm-os-import-from-excel-select-categories-and-import-assessment-success.jpg)

- The new assessment has been added to the system.

[![LM OS Import from Excel - Select categories and import assessment - Complete.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/ztUAZoEwh9g3b4bT-lm-os-import-from-excel-select-categories-and-import-assessment-complete.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/VyNHw7P60yAq3dPI-lm-os-assessments-assessment-survey-list-add-asessment-category-complete.jpg)

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