Setting up Ad Hoc Assessments

How can I use ad hoc assessments?

Ad hoc assessments can be used to assess things normally not collected in standardised tests, or for extra non-academic assessments you would like to record.

They can be recorded at one point in the year or can be recorded regularly to accompany a grade achieved in a summative assessment by linking the ad hoc to the summative assessment marksheet. You can also display ad hoc assessments on report cards. You can choose to assess all your students for all subjects, or only assess a specific subject or key stage.

In this article, we'll talk through creating an ad hoc assessment and how to link it to a summative marksheet if you wish.


Step 1 (Optional) - Preparing to create a linked assessment

1. Create your summative assessment

Make sure you have added the summative assessment to your Assessment Framework and Annual Policy if you want the ad hoc marks to appear on your summative marksheet.

2. Link your summative assessment to the right course

Make sure you've linked your summative assessment to the right course. When a summative assessment and ad hoc assessment are linked to the same course, this makes the ad hoc appear in the summative assessment marksheet.

To link your summative assessment to the right course, go to Students > Assessments > Annual Policy > Manage Assessments. Select the summative assessment.



Click +Add in the Linked courses section.



In this example, I've linked my KS1 maths assessment to my Registration subject, but in a secondary school, you would usually link the assessment to the Mathematics course.




Step 2 - Add the assessment to your Assessment Framework

To add the assessment to the Assessment Framework go to Students > Assessments > Assessment Framework > Assessment Catalogue and click the Create new Assessment button. 



Click the Create new ad hoc assessment button.



The first step is to choose a category for your Ad Hoc assessment. Click the category to select it, then click Next at the bottom of the page.

If you don't want to use categories, just click the Skip button at the bottom of the page.




In step 2 you can choose the assessment details. Choose the name, key stage, subject, how you will mark, and the mark type. These settings will impact which students are assessed and where you can input marks from.

  • Curriculum tier - Select a specific key stage to only assess students in that key stage, or select Mixed to assess multiple key stages (e.g. if you wanted to assess year 9s and year 11s).
  • Subject - If you select one mark per course as your marking strategy below, you can choose to select a subject if you only want to assess the courses of a specific subject. If you want to assess all courses, leave this field blank.
  • Marking strategy - Choose Single mark to record one stand-alone mark for each student, or choose One mark per course to collect multiple marks for each student, for each course they are enrolled in (you will be able to select the specific courses later on).
  • Mark type - Select the type of mark you will record (grade, number or text). You'll only need to complete the next step (shown below) if you select Grade.



If you selected the mark type of Grade, you'll need to define the grades that will be available in the marksheet. Click +Add to add new grades, then click Next when you're happy.



The final step is to review your settings. If you need to change anything, just click Back. If you're happy with everything, click Complete setup



Step 3 - Add the assessment to your Annual Policy

To add the assessment to the current year, go to Students > Assessments > Annual Policy > Manage Assessments and click the Add assessment to year policy button. 



You can then select an Assessment type, and select which assessments to add to your policy. Then click Next.



In step 2 you can choose the assessment details. Choose the students and the assessment data. These settings will impact which students are assessed and when.

  • Subjects - If you selected the Marking strategy of One Mark per Course you can specify which courses to link this ad hoc to. If you leave this field blank it will be linked to all the courses.
  • Students - If you selected a specific key stage when setting up the assessment, you can choose a specific year group from here. You can also select more than one year group if you selected Mixed key stages. 
  • Assessment date and assessment periods - Select a date to assess, or if you'll be linking this ad hoc assessment to a summative assessment, choose the assessment periods of the summative assessment.



The ad hoc assessment will now be linked to your summative assessment on the Students > Assessments > Annual Policy > Manage Assessments page!

You'll now be able to input marks into your ad hoc assessment!



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