Question bank
Maintain a reusable list of KPI, training and assessment questions.
From question bank to reviewed performance
Training & KPI
Build categorised KPI question banks and reusable assessment sets, assign them to employees or publish them to general respondents by QR, control access dates and keys, collect answers, mark automatically or manually, and print completed assessments for review.
ReusableQuestion & set library
Employee & publicFlexible assignment
Manual & automaticMarking control
What you can do
Everything your team needs, connected.
Build categorised KPI question banks and reusable assessment sets, assign them to employees or publish them to general respondents by QR, control access dates and keys, collect answers, mark automatically or manually, and print completed assessments for review.
New question entry
Add questions with the information needed for later reuse in assessment sets.
Question categories
Organise the bank into meaningful topics, disciplines or competency areas.
Question reuse
Build new assessments from established questions instead of recreating content.
Assessment-set builder
Create a KPI or training assessment set from the available question library.
Multiple set options
Configure the assessment options and behaviour required for each set.
Assessment-set list
Review and maintain the complete library of reusable sets.
Set availability dates
Define the active and deactive dates that control when an assessment may be used.
Employee assignment
Select employees and assign the appropriate assessment set.
Assigned-user list
See all users who have received each assessment set.
My assessment
Give every employee a personal list of assessments waiting for completion or review.
General assessment assignment
Publish a set for people who are not employees.
QR distribution
Let general respondents scan a QR code to reach the assessment.
Assessment URL
Provide a direct public URL when QR distribution is not suitable.
Access key
Protect the general assessment path with a set-specific key.
Public active window
Open and close public access using the configured active and deactive dates.
General respondent identification
Collect phone number, name, email or other required identifying information before entry.
Employee answer review
Let administrators, supervisors or HR review submitted employee answers.
Manual marking
Apply marks and remarks when answers require human judgement.
General-answer review
Search and review answers submitted through the non-employee assessment path.
Anonymous-answer marking
Mark general responses even when they are outside the employee database.
Automatic marking on submission
Automatically mark supported answers as soon as an employee submits the set.
Administrator auto-mark action
Allow administrators to trigger automatic marking for employee or general answers.
Assign and reassign
Move selected general responses into the appropriate assessment handling flow.
Role-based seed generator
Generate a starting KPI library across many job families and operating disciplines.
Broad seed coverage
Support operations, marketing, software development, customer support, sales, finance, HR, administration, IT, engineering, construction, security, drivers, logistics, inventory, SMT, production and more.
Printable completed assessment
Print the answered KPI assessment as a formal review record.
Printable marking copy
Produce a marking-oriented printout for offline assessment or discussion.
Performance evidence
Keep questions, assignments, answers, marks and printed review material connected through one lifecycle.
Complete assessment lifecycle
Build once, assign widely and preserve the evidence.
iCRM turns questions into reusable sets, supports both employee and general participation, controls public access by key and date, and gives HR, supervisors and administrators a clear route from submitted answer to automatic marking, human judgement and printable review.
01CategoriseStructure the question bank
02BuildCreate reusable sets
03AssignEmployee or general access
04AnswerCollect identified responses
05MarkAutomatic and human review
06EvidencePrint and retain outcomes
01 / BUILD THE QUESTION BANK
Create a reusable library instead of rebuilding every assessment.
Start with question categories, add individual questions and maintain the full bank from one list. Categories make a larger library easier to search and support consistent assessment design across teams and job functions.
- Central KPI question list
- Dedicated new-question entry
- Question-category structure
- Reusable content across multiple sets
- Stronger consistency between assessments
02 / CREATE THE ASSESSMENT SET
Combine questions with the options and access period the test requires.
Create a set from the question library, configure its available options and maintain it from the set list. For general access, define the URL, access key, QR route, active date and deactive date so participation is available only during the intended window.
- Reusable assessment-set builder
- Multiple set options
- Central assessment-set list
- URL, access key and QR distribution
- Active and deactive date control
03 / ASSIGN TO EMPLOYEES
Choose the people, track every assignment and give each employee a clear queue.
Select employees for the assessment set, review the complete assigned-user list and let each employee work from My Assessment. The lifecycle remains visible from initial assignment through answer and marking.
- Employee selection and assignment
- All assigned users by set
- Personal My Assessment list
- Clear outstanding-assessment visibility
- Assignment-to-result continuity
04 / ASSESS GENERAL & NON-EMPLOYEE USERS
Open a controlled assessment path beyond the employee database.
General respondents enter the access key and identifying information such as phone number, name and email. Their submissions appear in the general answer list, where authorised staff can search by respondent, set and answer date.
- QR or direct-URL entry
- Set-specific access key
- Phone, name and email identification
- General-answer search and date filters
- Dedicated anonymous/non-employee review path
05 / COMBINE AUTOMATIC & HUMAN MARKING
Let objective answers move quickly while reviewers handle judgement.
Supported answers can be marked automatically when an employee submits, or later when an administrator selects Auto Mark. Administrators, HR and supervisors can then review employee or general answers, apply manual marks and add the judgement required for qualitative responses.
- Automatic marking on employee submission
- Administrator-triggered auto mark
- Employee and general-answer marking
- Manual mark and remark entry
- Assigned, answered and marked counts
- Clear target and result visibility
06 / SEED ROLE-BASED KPI CONTENT
Start from a broad job-family library, then adapt it to the organisation.
Generate seeded KPI assessment content across operations, marketing, software development, support, sales, finance, HR, administration, IT, engineering, construction, security, drivers, logistics, inventory, SMT, production and more.
- Faster question-bank starting point
- Coverage across operational and professional roles
- Consistent base for similar job families
- Editable content for company-specific expectations
Use seeds as a foundation
Review and adjust generated questions, scoring and language before assigning them to employees or general respondents.
07 / PRINT THE COMPLETED EVIDENCE
Take answered assessments into review, discussion or offline marking.
Print the completed KPI assessment with its responses, or produce a marking-oriented version for review. The printed output supports supervisor discussion, HR records and offline evaluation while the digital answer remains in iCRM.
- Printable answered assessment
- Marking-oriented print format
- Employee or respondent answer evidence
- Useful for review meetings and offline work
How to run a KPI assessment
A practical route from question design to retained evidence.
Build reusable content first, then choose the assignment, access and marking path that matches the audience.
Create categories
Structure the question bank by role, competency, topic or another useful assessment area.
Add or seed questions
Create questions manually or generate a role-based starting library for review.
Build the set
Select questions, configure set options and define the intended assessment behaviour.
Choose the audience
Assign employees or prepare a general QR/URL path for non-employee respondents.
Control public access
Set the key plus active and deactive dates for the general assessment.
Collect answers
Employees answer from My Assessment while general users enter the required identity details.
Apply auto marking
Mark supported answers on submission or trigger automatic marking from administration.
Complete human review
Let HR, supervisors or administrators judge qualitative employee and general answers.
Print and retain
Produce the answered or marking copy and preserve the assessment evidence.
Detailed capability map
More than a feature list. A complete working process.
Explore how the screens and functions in Training & KPI support setup, daily operations and continuous improvement.
Configure the foundation
Question bank
Maintain a reusable list of KPI, training and assessment questions.
New question entry
Add questions with the information needed for later reuse in assessment sets.
Question categories
Organise the bank into meaningful topics, disciplines or competency areas.
Question reuse
Build new assessments from established questions instead of recreating content.
Assessment-set builder
Create a KPI or training assessment set from the available question library.
Multiple set options
Configure the assessment options and behaviour required for each set.
Assessment-set list
Review and maintain the complete library of reusable sets.
Set availability dates
Define the active and deactive dates that control when an assessment may be used.
Employee assignment
Select employees and assign the appropriate assessment set.
Assigned-user list
See all users who have received each assessment set.
Run day-to-day work
My assessment
Give every employee a personal list of assessments waiting for completion or review.
General assessment assignment
Publish a set for people who are not employees.
QR distribution
Let general respondents scan a QR code to reach the assessment.
Assessment URL
Provide a direct public URL when QR distribution is not suitable.
Access key
Protect the general assessment path with a set-specific key.
Public active window
Open and close public access using the configured active and deactive dates.
General respondent identification
Collect phone number, name, email or other required identifying information before entry.
Employee answer review
Let administrators, supervisors or HR review submitted employee answers.
Manual marking
Apply marks and remarks when answers require human judgement.
General-answer review
Search and review answers submitted through the non-employee assessment path.
Control, report and improve
Anonymous-answer marking
Mark general responses even when they are outside the employee database.
Automatic marking on submission
Automatically mark supported answers as soon as an employee submits the set.
Administrator auto-mark action
Allow administrators to trigger automatic marking for employee or general answers.
Assign and reassign
Move selected general responses into the appropriate assessment handling flow.
Role-based seed generator
Generate a starting KPI library across many job families and operating disciplines.
Broad seed coverage
Support operations, marketing, software development, customer support, sales, finance, HR, administration, IT, engineering, construction, security, drivers, logistics, inventory, SMT, production and more.
Printable completed assessment
Print the answered KPI assessment as a formal review record.
Printable marking copy
Produce a marking-oriented printout for offline assessment or discussion.
Performance evidence
Keep questions, assignments, answers, marks and printed review material connected through one lifecycle.
How it works
A clear workflow from setup to insight.
Build
Create question categories, questions and reusable assessment sets.
Assign & publish
Issue sets to employees or publish a dated QR/URL path with an access key.
Answer
Collect employee or general responses with the required identification.
Evaluate
Auto-mark where supported, complete human review and print the result.
See Training & KPI in action
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