Working with Matrix Assessments

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The RCampus Matrix module supports a wide range of assessment activities, from student portfolios and faculty credentialing to program review and accreditation. Regardless of the use case, the interface for accessing and working with matrix assessments is the same.

This page covers the general interface and workflow for all matrix assessments. For documentation specific to program and unit assessment planning, see Working with Planning Matrix Assessments.

Roles

The following roles are used within matrix assessments:

  • Facilitator — the administrator responsible for creating and managing matrix assessments, assigning contributors and reviewers, monitoring progress, and managing settings. Facilitators have full access to all matrix assessments they own or manage.
  • Evaluator — a reviewer assigned to evaluate submitted work. Evaluators see only the matrices they have been assigned to review.
  • Evaluatee — a contributor who submits items for evaluation. Evaluatees see only their own assigned matrices.
  • Reporter — a user with read-only access to view results and generate reports.

Accessing My Matrix Assessments

From the main menu, select Matrices > My Matrix Assessments to access the matrix assessment list. The list is organized into up to five tabs, each visible only if it applies to the current user's role and assignments. A set of filters on the left side of the screen allows users to narrow the list by categories, assessment period, cycle, group, and other criteria defined by the Facilitator.

Tabs

To Submit

The To Submit tab lists all matrix assessments where the current user has been assigned as a contributor (Evaluatee). These are the matrices the user needs to complete and submit for evaluation.

Each row shows:

  • The date the matrix assessment was created
  • The title of the matrix assessment
  • Who it was assigned from (the Facilitator)
  • A link to open the matrix and submit items

Click the matrix title or the submit your items link to open the matrix and begin entering information.

To Assess

The To Assess tab lists all matrix assessments where the current user has been assigned as a reviewer (Evaluator). These are the matrices the user is responsible for evaluating.

Each row shows:

  • The date the matrix assessment was created
  • The title of the matrix assessment
  • Colored badges indicating submission status counts:
    • Yellow — items started but not yet submitted
    • Purple — items submitted and awaiting review
    • Orange — items returned to the contributor for revision
    • Green — items accepted
    • Blue — items marked as completed
  • Links to open the review view By Cell or By Evaluatee

Click a matrix title to open the full evaluatee list, which shows each assigned evaluatee, their matrix rows, and their current submission status.

Programs and Units

The Programs and Units tabs are available for program and unit assessment matrices only. They display assigned programs or administrative units in an organizational hierarchy and provide tools for assigning contributors, generating reports, and accessing settings. See Working with Planning Matrix Assessments for details.

Manage

The Manage tab is available to Facilitators and lists all matrix assessments they own or manage. It provides full administrative access to each assessment.

From this tab, Facilitators can:

  • Open settings for any matrix assessment
  • Select one or more items using the checkboxes and apply bulk actions from the Select Action dropdown

Available bulk actions include:

Selected Items:

  • Inactivate Selected — deactivates the selected matrix assessments
  • Generate Report (Selected items) — generates a report for the selected assessments
  • Compare selected with gradebook — compares selected assessment data with gradebook data
  • Modify Selected / Batch Update — applies settings changes across multiple assessments at once

All Items:

  • Disable All — deactivates all matrix assessments in the list
  • Generate Report (All) — generates a report across all assessments in the list

Workflow Statuses

Matrix cells and submissions move through the following workflow statuses:

  • Not Started — the contributor has not yet opened or begun their submission
  • Started — the contributor has begun entering information but has not submitted
  • Submitted — the contributor has submitted for review
  • Returned — the reviewer has returned the submission to the contributor for revision
  • Accepted — the reviewer has accepted the submission
  • Completed — the assessment is complete
  • Not Passed — the submission did not meet the required standard

Facilitators can filter the evaluatee list within any matrix assessment by workflow status to quickly identify which items require attention.

Sending Notifications

Facilitators can send notifications to contributors and reviewers directly from within a matrix assessment to prompt action, communicate updates, or remind users of deadlines.

See Also

Getting Started & Basics

Working with Matrices

Templates

Planning, Assessment & Evaluation

Reporting & Analysis

Standards/Outcomes & Integrations

Editions