Description of standard workspace setup for planners

This article covers the different workspaces that are available for the planner in Marking 2.0. 

The article will go through each workspace and briefly explain what you as a planner can do in these workspaces. 





At the top of the window, you will have a header. The header will be the same in all workspaces.


This header will show which test you are in, which user roles you have in the test, and other contextual information. You can read more about this in the article "The header (planner)"


Overview menus

The workspace Overview provides an overview of the status of the graders marking and the actual marking of the candidates. 

Sort candidates


  1. Sort candidates by navigating through the sorting tabs.
    • All candidates: Gives you an overview of all the candidates and the marking status.
    • Marking not started: Overview of candidates where the grader(s) have not started marking.
    • In progress: Overview of the candidates where the marking has started.
    • Confirmed: Overview of candidates whose marking is confirmed by the grader(s).
  2. Create new sorting categories by clicking Add +
  3. To delete your category, click the dropdown arrow and click Remove list.

Candidate overview



Each list consists the following columns:

  • ID: Candidate number (or name if the test is not anonymous). 
  • Attachment: This column shows if there is a file attached to a candidate's submission. Clicking on the file name will open the attachment in a new tab. 
  • Committee: Shows which committee the candidates belong to (if the test is set up with committees). 
  • Workflow status: Shows where the grader(s) are in the workflow process of each committee. On workflows marked with a number, you can hover over with the mouse pointer to see which grader is in which process. 
  • Grades: This is the grade(s) set by each grader. If there are multiple graders that have set a grade in private marking, all grades will be shown here. 
  • Final grade: Final grade is shown here. Before the graders have confirmed the final marking, this column will be empty. It is worth noting that explanations cannot be sent to the candidates until a final grade is available. 
  • Similarity: Similarity scores are displayed in order from highest to lowest. Hovering over the similarity score will give you the question number, question type, and candidate ID. Click the similarity score to open a report for the question.
    • Displays 5 scores at a time.
    • Click to expand.
    • Once the similarity scores have been expanded, it is not possible to collapse the view again.
  • Marking deadline: If a marking deadline has been set at the test level or at the candidate level, this will show here.  

It is possible to create new lists by pressing the + button next to the lists. The columns in the lists can also be changed/edited. 


Options for candidates

By clicking the button with the three dots next to a candidate, you get some options for each candidate. You can also right-click on the candidate to get the same options. 


At the candidate level, you have these options:

  • Open in: Open the candidate in the workflows
    • Overview
    • Results
    • Marking
    • Explanations overview
    • Explanations
    • Appeals overview
  • Quick view submission: See the candidate's submission question by question.
  • View submission in new tab
  • Download and print: Print the candidate's submission with the correct answers indicated on the questions. 
  • Explanations
    • View and edit: View and administrate the explanation of the selected candidate. 
    • Request explanation: This option comes up if the administration of explanations is enabled on the test. Request explanations for candidates who have requested an explanation, and Cancel request on candidates where explanations are already requested. 

We have our own guide to explanations for planner, and this will cover the process/workflow. 



In the workspace Results, you will get a more detailed overview of candidates' results and the graders marking progress at the candidate level.  The workspace shows the candidate list (1) and the question list (2). 


  1. The candidate list is an overview of the candidates with total marks, grades, and final grade.

    Two standard lists have been set up to filter candidates by: All candidates and Grade not set.  Just like on the workspace Overview, you can edit columns and get options at the candidate level. It is possible to search and filter the lists. 

  2. The question list shows an overview of the questions for the selected candidate with question name, response (answered or unanswered), marking status, marks on the question, and the question type.  

    Also, this list has two standard lists you can filter questions by: All questions and Manually marked. 

As in the candidate list, you can create your own lists by clicking the Show filters and search icon. 





The workspace Marking allows you to look at the marking that has been done at the candidate level - question by question and candidate by candidate.

The tabs (1) give you the choices to look at the answer to the selected question, look at the question in its entirety, see any attachment attached to the candidates submission, view or order plagiarism report


In the panel on the right, you can see (2) the results on the question. For automatically marked questions the results will be displayed, and for manually marked questions the results will be marked as "Private" with no result until the marking is shared by the graders. (3) is the mark scheme on the question if there is one added.


See and navigate between candidates and questions

In the footer, you can choose to navigate between candidates and questions for which you want to see the marking for. In the example below, candidate 125085 and question 3 are selected. 


For more information about navigating between candidates and questions, and how the footer works, please see the article Footer.


See and write comments and annotations

The speech bubble shows whether there are annotations and / or comments on the question itself, or on the candidate's answer to the question. The number next to the speech bubble shows how many annotations and / or comments that have been written. 


To view the annotations, click on the speech bubble (1) and then the right arrow (2) to view the annotations. 

Who the comments and annotations appear for depends on who the author of the comment or annotations has chosen. Select View all comments and page notes to see everything that has been written. 

Read the article "Annotations and page notes in Marking 2.0" for more information. 


Explanations overview

The overview Explanations overview gives you an overview of which candidates have requested an explanation and the explanation status. 

The workspace consists of four lists (1) that let you sort candidates by

  • All candidates: Gives you an overview of all the candidates with explanation status.
  • Explanation requested: Overview of candidate who have requested an explanation. 
  • Ready: Overview of candidates where the explanation is ready to be sent.
  • Sent: List of candidates where the explanation is sent. 


(2) Each list consists of the columns 

  • ID
  • Committee
  • Explanation request
  • Explanation status
  • Grades
  • Final grade
  • Marking deadline

In this workspace you can also create your own lists and edit the columns. 

Read more about the workspace Explanation overview.

We have our own guide to explanations for planner, and this will cover the actual process / workflow. 



The workspace Explanations has the following lists / panels:

  • The candidate list
  • The question list
  • Explanation for candidate: Shows the status of the explanation for the selected candidate in the candidate list. Here you can also manage the explanation for the selected candidate. 

As a planner, you can administer the explanations here. Read more about the workspace Explanations

See also the guide to explanations for planners


Assessment feedback

Within Assessment feedback, you can release a common feedback statement to all candidates once grades have been finalized. 

Purpose of common feedback on the assessment:

  • Address common areas of improvement and provide guidance applicable to all candidates.
  • Help candidates understand common expectations and provide specific suggestions for improvement.
  • Serve as a baseline for candidates to develop their skills and knowledge in the subject area.

You can learn more about Assessment feedback by visiting the Help Center article Assessment feedback.

Appeals overview

The workspace Appeals overview shows an overview of the candidates who have submitted a complaint and need a new marking. 

The workspace consists of four lists (1) that let you sort the candidates by

  • All candidates: Gives you an overview of all candidates who will have an additional round of marking. 
  • Marking not started: Candidates where the marking has not started. 
  • In progress: Overview of candidates where the marking has started.
  • Confirmed: Overview of candidates where the marking has been confirmed by the grader(s). 


Each list consists of the columns (2)

  • ID
  • Committee
  • Workflow status
  • Grades
  • Final grade

There will be a separate guide covering the appeals and the appeal process later. 



The workspace Questions will give an overview of Question weights and Question assignment


The workspace consists of 1 default list (1). Additional lists can be added by clicking the + icon and then selecting the filter icon.

  • All questions: This is an overview of all the questions

The 3 filters that you can create additional lists from are:

  • Number: This is the number of the question.
  • Question type: This is the type of question. For example, multiple choice, essay, text entry.
  • Assignments: This is who the question is assigned to in Question assignment. 

The workspace consists of 7 columns (2)

  • Number
  • Question name
  • Question type
  • Assignee
  • Default weight
  • Overridden weight
  • Maximum marks


Help and support

This workspace is a document where you can find the status and information about the new marking tool. The document also contains introductory videos for graders and reference to guides and general documentation. 







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