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Make an Assessment

Operators organizing approved work evidence into an assessment packet
Assessment chapter

Set the domain, reporting window, outcomes, and evidence context.

What this helps you do​

Create an assessment for a garden. An assessment records the domain, title, location, reporting window, outcomes, selected actions, metrics, and context that operators will use when they review work and later mint impact certificates.

Assessments are operator-first, but the permission is broader: garden owners, operators, and evaluators can create them. Approving or rejecting work is still owner/operator only.

Each assessment is single-domain. If a garden is reporting Agroforestry and Education work, make one assessment for Agroforestry and a separate assessment for Education.

Before you start​

  • You are signed in as a garden owner, operator, or evaluator.
  • You know which domain this assessment covers.
  • You have a short diagnosis of the situation the garden is working on.
  • You have one or more SMART outcomes. SMART means specific, measurable, achievable, relevant, and time-bound; in plain terms, each outcome should say what will change, how you will measure it, and by when.
  • You know the reporting window and the actions that belong in this assessment.
tip

An assessment can be an early baseline or a later evidence-backed report. It is useful before approvals, but it is not required before every work approval.

Step-by-step flow​

The assessment form has three steps: Domain & Context, Strategy Kernel, and Actions & Harvest. Your progress is saved as a local draft when browser storage is available.

Step 1: Open the assessment form​

  1. Open the Hub workspace.
  2. Switch to the Assess tab.
  3. Click New assessment.
  4. Pick the garden if the form asks for one.

Step 2: Fill Domain & Context​

  1. Pick the Domain this assessment reports against. Only domains enabled on the garden are selectable.
  2. Enter a stable title that will still make sense later.
  3. Enter a short description of what the assessment covers.
  4. Enter the location.
  5. Click Continue.

Step 3: Build the Strategy Kernel​

  1. Enter the diagnosis: what was happening before or during the work.
  2. Choose the situation type: clear, complicated, complex, chaotic, or confusion. The app labels this as the Cynefin phase.
  3. Add one or more SMART outcomes with a description, metric, and target.
  4. Select the metrics that match the domain and outcomes. Use multiple metrics when they add useful evidence, but do not add metrics just to make the assessment look bigger.
  5. Click Continue.

Step 4: Pick Actions & Harvest​

  1. Select the actions this assessment covers. The form filters actions to the domain you picked in step 2.
  2. Set the reporting period start and end dates.
  3. Review the summary.
  4. Click Submit assessment and sign in your wallet.
  5. Wait for confirmation before closing the tab.

How to know it worked​

  • A success toast confirms the assessment was submitted.
  • The form closes and returns you to the assessment list.
  • After indexing catches up, the assessment appears with its title, domain badge, and reporting date range.
  • If an explorer link is available, you can open it to verify the record.

If something goes wrong​

  • No permission. Ask the garden owner to add you as an owner, operator, or evaluator.
  • Domain is missing. The garden does not have that domain enabled. Pick an enabled domain or update the garden settings first.
  • Action is missing. Actions are filtered by the selected domain. Check whether the action belongs to a different domain.
  • Incomplete form. The form highlights the missing field. Scroll back, fill it in, and retry.
  • Draft backup unavailable. Submission can still work, but do not close the tab until you finish.
  • Transaction cancelled. Nothing was submitted. Retry when ready.
  • Transaction failed. Check the wallet message, make sure you are on Arbitrum, confirm the same signer is connected, and retry when the wallet has enough gas.

Next step​

Next page

Review and approve work

With assessment context in place, use it to make consistent approval decisions in the work queue.

Review and Approve Work