I worked with our Community team to determine the needs and requirements for a yearly assessment that would be administered to the members of the group to help them grow in their walk with the Lord by sharpening them in the context of their small group.
The assessment works through custom tables to allow for quick querying when displaying results and navigating through pages. A simple Data Diagram is show below:
A staff member can initiate a new assessment by clicking a button on their dashboard for that group. The button uses a workflow to email all the members links to take the assessment which are custom workflow links for that group. The workflow also inserts into one of the custom tables an assessment request that will be referenced by all future steps.
As members take the assessment (A Workflow behind the scenes) they will insert into the Custom Answers table. This allows staff members to see answers as they come in, and send out reminders to those who have not yet taken it if needed.
There are also some custom buttons to allow for different functions needed such as to follow up within the tool for those who have “lost” their link to send them a reminder email to take the assessment. Also to manually mark the assessment as “Complete” in case not all members take it before the assessment is scheduled.
I worked with the community team to build out a “One Page” report so that staff can get all the data they need in a summary page which helps them drive conversations with their group. The one page report has custom code to allow it to print in the correct format without any special instruction to the staff member hitting print. An example of the one page document is below. Each director receives training on how to read this document as there is no legend to explain it per the staff teams desire.
