Planner (Role description)

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The Planner role is central to managing the assessment process, giving you access to the Deliver, Monitor, and Grade modules. 

This article details the specific access and permissions available to a Planner within each of these modules, covering tasks from creating assessments to managing live test actions.

Access and permissions by module

The following section details the access and permissions available to a Planner within the Deliver, Monitor, and Grade modules.

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    • Search and filter
    • Create, edit and delete own views
    • Create assessments
    • View templates
    • Create assessments from templates: Templates may restrict the Planner’s access to edit settings on an assessment, and some, or all, of the actions described may not be available if a template is used.
    • Create demo tests
    • Edit and view all assessment settings: Some variations may apply. Assessments that are created from 3rd party integrations or via API may not have all settings available for planner. See also previous footnote.
    • Edit contributors: Limit invigilator to room (requires activation)
    • Edit candidates
    • Set up group delivery
    • Add from list of available question sets: The author must share QS with the planner, and unless planner also has role Author, the access is read only
    • Update question set version i assessment
    • View and change design settings on assessment
    • Set/change Assessment settings
      • Set grading scale
      • Add/replace/remove mark scheme
      • Add/replace/remove Invigilator instructions
      • Set threshold values
    • Preview assessment
    • Download and print assessment
    • Activate/deactivate assessment
    • Export results (if activated)
    • View assessment event log
    • Archive and unarchive assessments
    • Manage and send explanation of grade (requires activation)
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    • View all candidates on assessment
    • Toggle columns on/off
    • Search and apply filters
    • Create, edit and delete views
    • Apply available actions to candidates (see detailed section below).
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    • View assessment in Grading
    • View details on assessment
    • Add/edit committees
    • Send invites to graders
    • Download submissions
    • Download Marks and Criteria as Excel file
    • Download marks and grades as CSV
    • Edit grader workflow
    • Upload, remove and replace mark scheme
    • View candidates and submissions, including filters and navigation between candidates/submissions
    • View grade set by graders
    • View manual marks set by graders (only for shared marks workflow)
    • View anti plagiarism report (if activated)

Available monitor actions

The following actions are available to you as a Planner in the Monitor module, organized by the test's status.

Always available actions

These administrative actions can be performed at any time for all candidates:

  • Publishing restrictions: This sets a date used by third-party systems to determine when a submission can be published. Note that this date has no functional impact in Inspera Assessment.
    • Value is included in API output.
    • Field can be used for other purposes but has no functionality attached.
  • Request explanation/cancel request: This is available only if administration of explanations is activated.
  • Flag/unflag a candidate. 
  • Grading Deadline
  • Location

Before the test is activated (Test status: Created)

These actions apply to candidates who are inactive before the test starts:

  • Enable/disable spell checker
  • Delete Candidate: Only applicable to Inspera Assessment tests
  • Add/subtract planned extra time
  • Individual end time

After activation and during assessment (Test status: Active)

Actions vary based on the candidate's current status:

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    • Send message
    • Enable/disable spell checker
    • Attach file: Automatically sets candidate status to Submitted
    • Delete Candidate: Only applicable to Inspera Assessment tests
    • Add/subtract planned extra time
    • Add/subtract Incident extra time
    • Exempt from lockdown
    • Set attending/not attending
    • Set ID confirmed/rejected
    • Individual end time
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    • Send message
    • Enable/disable spell checker
    • Pause/unpause (resume)
    • Add/subtract Incident extra time
    • Exempt from lockdown
    • Set attending/not attending
    • Set ID confirmed/rejected
    • Individual end time
    • Upload submission: Automatically sets candidate status to Submitted
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    • Send message 
    • Open/close for resubmission
    • Attach file
    • View submission
    • Download and print
    • Set attending/not attending
    • Set ID confirmed/rejected

After test ends (Test status: Finished)

These actions apply to candidates with the status submitted after the test has closed:

  • Send message
  • Open/close for resubmission 
  • Attach file
  • View submission
  • Download and print
  • Set attending/not attending
  • Set ID confirmed/rejected

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