How To Build An Assessment From An Imported File

This blog post showcases, step-by-step, how to build an assessment from an imported file within the Findings platform.

Please note, you can click here to trigger our in-app interactive tutorial.


Go toward the top right of the screen and click the ‘Manage Assessments’ button.

Clicking the ‘Manage Assessments’ button begins the process for you to build an assessment from an imported file.

Subsequently, the ‘MANAGE ASSESSMENTS’ box will appear. It contains two tabs: ‘Assign’ and ‘Manage.’ Click ‘Manage.’

Click ‘Manage’ to move onto the next stage in the process.

Then, a list of assessments will appear. However, to build an assessment from an imported file, hover above the list and click the green ‘Add’ button.

Click the ‘ADD’ button as it will give you the option to upload a file/assessment.

Subsequently, a scroll down menu will appear. Click ‘New from file,’ which is the second option on the menu.

The ‘ADD’ button provides a dropdown menu, with ‘New from file’ being the second option.

Step 2 – Upload the Assessment Excel File #

Subsequently, the ‘OFFLINE ASSESSMENT UPLOAD’ box will appear. In the middle of the box, under ‘UPLOAD ASSESSMENT FILE,’ is a red button called ‘Browse.’ This button enables you to upload an excel spreadsheet for the assessment. Click the ‘Browse’ button.

Click the ‘Browse’ button to find the relevant excel file within your computer.

Subsequently, your file pad will open. You must search for and click the excel file that you have built for the assessment. (Please note, if you have not created an excel spreadsheet for the assessment yet, you must do so now.)

Select the relevant excel file within your computer.

After selecting the relevant excel file (assessment), the spreadsheet will be uploaded to the Findings platform. Then, you must click the ‘NEXT’ button. It is located in the bottom left corner of the ‘OFFLINE ASSESSMENT UPLOAD’ box.

The selected excel file appears under the ‘Browse’ button. Click the ‘NEXT’ button to continue with the process.

Step 3 – Select the Category Name, and the Question and Answer Ranges #

After clicking ‘NEXT,’ the spreadsheet you uploaded will appear. Now, you must select the category name, and the question and the answer ranges.

How the excel file/spreadsheet will appear in Findings.

Select the Category Name #

Click the cell containing the category name in the spreadsheet. According to the example above, the category name for the first section of the spreadsheet is ‘User and Company Profile.’ Therefore, click the cell containing the words, ‘User and Company Profile.’

Subsequently, the category name (in this case, ‘User and Company Profile’) will appear in the ‘Category name’ box (circled in the screenshot below).

Click the relevant cells in the spreadsheet for the category’s name, for example ‘User and Company Profile.’

Next, click the green tick to confirm that the category name is correct. Then, a pencil/editing symbol will appear instead of the tick. Additionally, new boxes will appear for the coordinate ranges of the questions.

Click the green check to confirm that the category’s name is correct.

Select the Question Range #

To select the question range per category, go to the spreadsheet and click the cell that the first question is in. (In the example above, that box is A3.) Assuming that there’s more than one question within the category, press shift and the down arrow on your keyboard until all the relevant questions within the category are highlighted. For example, boxes A3 to A4 are highlighted in the screenshot below.

After highlighting the relevant cells, the limits of the questions will appear under the ‘Questions’ header. You must confirm that the question ranges are correct. Therefore, click the green tick.

Once you have done that, a pencil/edit symbol will replace the tick. Automatically, boxes will appear for the coordinate ranges under the ‘Answers’ header to the right of ‘Questions.’

Select the range of coordinates for the questions, and the coordinates will appear under the ‘Questions’ subheading.

Select the Answer Range #

Selecting the answers range is the same as for the questions range. However, the highlighted cells for the answers are to the right of the question cells in the spreadsheet. Thus, instead of the cell range being, for example, “A3: A4,” it will be “B3: B4.” (Please note, the answer range must be identical to the question range.)

Once you have selected the relevant cells for the answer range for the category on the spreadsheet, click the green tick. A pencil/edit symbol will appear instead, and a new box for ‘Category name’ will appear under the first ‘Category name.’

Like with the questions, above, select the coordinates for the answers and they will appear in the box under the ‘Answers’ subheading.

Moreover, once you have highlighted and confirmed the relevant category names, and question and answer ranges, click the ‘NEXT’ button. This is located in the bottom right corner of the screen.

After confirming all of the category names, and the question and answer coordinates, click the ‘NEXT’ button.

Step 4 – Review & Finish #

After clicking ‘NEXT,’ the ‘OFFLINE ASSESSMENT UPLOAD’ box will reappear. However, this time, it will be on the ‘Review’ tab. This is your final chance to review the category names, and the question and answer ranges, and make sure that they are all correct before setting the assessment.

If a piece of information is incorrect, click the ‘PREV [previous]’ button. This will take you back to the spreadsheet. Nevertheless, if all the information is correct, click the ‘FINISH’ button

After reviewing all of the category names, and the question and answer coordinates, click the ‘FINISH’ button.

Step 5 – Assessment Built & What To Do Next #

After clicking ‘FINISH,’ it will take a few moments for your assessment to upload. Once the upload is complete, the ‘OFFLINE ASSESSMENT UPLOAD’ box will return, stating: ‘Your assessment uploaded successfully.’

The confirmation that your imported assessment has been uploaded.

If you want to build another assessment, click the ‘ANOTHER ASSESSMENT’ button and you will be taken to Step 3 of this document.

Alternatively, if you wish to enter your benchmarks and weights for your assessment, click the ‘EDIT ASSESSMENT’ button. For more information on how to enter your benchmarks and weights, click here.