How to Add/Edit a Narrative Report Summary
Admins and assessors can add narrative summaries to participant results.
The narrative section in the report serves as a space to record an anecdotal summary of observations during or after the participant’s simulation. Narratives can be added or edited any time after the participant’s report has generated.
*Participants can see narrative reports by default. Stakeholders who are given the narrative can see the narrative but not add or edit it.
|Admin||– Can add/edit/view narratives by default unless the narrative is unchecked in a custom assessment.|
|Assessors||– Can add/edit/view narratives if they scored an assessment exercise.|
|Stakeholders||– Can view narratives if narrative is checked in a custom assessment.|
|Participants||– Can view narratives if narrative is checked in a custom assessment.|
1. Click on Analytics.
2. Use the filter to narrow down your search results, and click Go.
3. Click Add Narrative in the Actions column.
*This will show Edit Narrative if a narrative was already added.
5. The Narrative report tab appears in the online analytics.
4.Use the window to write a narrative. Include your name and company. Then, click Save.
6. A new PDF will generate in about 15 minutes with the new or edited narrative.
- The participant’s history table in their profile updates with a line item that let’s admins know that the narrative was updated and by whom.
- Click F5 to refresh your browser before downloading the PDF report.
- If you need to delete the narrative, open up the narrative text-editor window, delete all the text and any blank spaces. Then, save.
Customizing – Controlling the User Types Who Can View a Narrative Report
If you have access to the Customize module in the platform, you can control the user types who can view narrative reports in the Analytics section. By default, stakeholders, admins, and participants can view narrative summaries.
Create a new customized assessment, navigate to the Analytics tab, and uncheck any user types who you would like to be unable to view the narrative summary.