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Overview

An essential piece of any organizing campaign is figuring out where the workers stand in relation to the campaign’s goals. This is usually done using a numeric assessment scale, with 1 indicating strong support, and the highest number in the scale (usually 5) indicating hostility. The 5-point scale is useful because it gives you a neutral position (3) and two “leaning” options (2 and 4). Broadstripes makes it easy to set up assessment codes to match your campaign’s style. You can create as many codes as you want, and supply descriptive text for each.
What’s the difference between “Assessment codes,” “Assessments,” and “Codes”?Absolutely nothing! “Assessment codes,” “Assessments,” and “Codes” all refer to the exact same piece of employment information in Broadstripes; it’s just a matter of how it is labeled.In your general settings, you can choose whether you want Broadstripes to refer to the numbers on the assessment scale as “Codes” or “Assessments,” and you can go back to your general settings to change this label at any time.

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The assessment codes table

The assessment codes page displays your codes in an interactive data grid with sortable, filterable columns:
  • # — The code number, shown as a colored circle
  • Name — The code description, with an actions menu (⋯) for editing and deleting
  • Default — A checkmark indicating the default code
  • Contacts — The number of contacts assigned this code (click to view them in search results)
  • Created By and Created At — Who created the code and when
You can click any column header to sort, and use the filter row below the headers to narrow down codes. The table also includes Export buttons to download your codes as a file. Assessment codes table

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Configure a new assessment code

  1. Go to Settings and select Assessments (or Codes, depending on your General settings label).
  2. Click the New… button in the table toolbar to add a new code.
  3. Add a code number (most projects use codes 1-5, but you can have as many or as few as you want). Note: Assessment codes must be numbers.
  4. Give the code a short one- or two-word description that will appear on-screen and in reports (optional).
  5. Choose a code color. Click the color button to open the color picker, where you can select a preset swatch, enter a hex value, or use the eye-dropper. See Customize assessment colors for details on all available options.
  6. If you want this assessment to be selected automatically when your end users enter a new contact in Broadstripes, check Is Default.
  7. Click Save Code. You’ll be returned to the assessment codes table where your new code appears.
  8. Repeat until you’ve added all of the assessments on your scale.
New assessment code form Below the table, the checkbox Display timeline details dialog when code is changed from the drop-down? controls whether your users are prompted to add a timeline note each time they change a worker’s assessment.

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Customize assessment colors

Broadstripes automatically assigns colors to your assessment codes. You can customize these colors to match your campaign’s preferences or to make certain codes more visually distinct.

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Change a code’s color

  1. Go to Settings and select Assessments (or Codes).
  2. Find the assessment code you want to customize and open its actions menu (⋯) in the Name column, then click Edit.
  3. In the Code color field, click the button to open the color picker. Choose a color using any of these methods:
    • Click one of the six Default Colors swatches (green, light green, yellow, orange, red, or gray)
    • Type a custom hex color code (e.g., #488E48) into the Hex field, or adjust the R, G, and B values individually
    • Click the eye-dropper icon to open your browser’s color selection tool, where you can pick any color from the full color gamut
    • Click Reset to default to revert to the automatically assigned color
  4. Click Save Code.
Assessment code color picker

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Color best practices

  • Use distinct colors that are easy to differentiate at a glance
  • Consider using a color gradient that reflects the assessment scale (e.g., green for strong support, red for hostile)
  • Ensure colors have sufficient contrast for accessibility
  • Keep colors consistent across your campaign materials

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Edit or delete your assessment codes

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Edit

  1. Find the assessment code you want to change in the table. Click the actions menu (⋯) in the Name column and select Edit.
Assessment codes actions menu
  1. Make the changes you want, and click the Save Code button.
  2. You’ll be returned to the assessment codes table where you can see your changes.

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Delete

  1. Find the assessment code you want to remove. Click the actions menu (⋯) in the Name column and select Delete.
  2. Confirm that you want to delete the assessment by clicking OK when prompted.
  3. The assessment code will be removed from your project, and all contacts who were previously assigned that code will have no code (i.e. their assessment field will now be blank).