> For the complete documentation index, see [llms.txt](https://support.pears.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.pears.io/plan/performance-review-plans/create-a-review-assessment.md).

# Create a Performance Review Assessment

A performance review assessment is a survey with the purpose set to "Performance Review." These surveys are used within performance review plans for self-assessments, supervisor reviews, and board member reviews.

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**TIP:** The red asterisk **\*** next to the heading of a field indicates that the field is required.
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#### Navigate to Surveys

From the PEARS homepage, hover over the **Plan** menu and click **Surveys**.
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#### Click Add Survey

Click the **Add Survey** button on the Surveys list page.
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#### Enter a title

Enter a descriptive title for the assessment in the **Survey Title** field.
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#### Set the purpose to Performance Review

In the **Purpose** dropdown, change the selection from "Direct Education" to **Performance Review**.

![Screenshot: The survey creation form with the Purpose dropdown expanded showing the Performance Review option selected, along with the Survey Title field above](/files/nWq4NKODykGGw94tlLDv)
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#### Select delivery types

Choose the applicable delivery types for the assessment, such as User Review or Supervisor Review. Remove unwanted delivery types by clicking the delete icon next to each item.
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#### Enter a description

In the **Description** field, provide a description of the assessment and any relevant notes.
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#### Enter copyright information (optional)

In the **Copyright notice** field, enter any copyright information for the assessment instrument.
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#### Enable aggregate responses (optional)

Toggle the **Allow entering response data as aggregate counts** option if you want aggregate data entry. The toggle turns dark green when activated.
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#### Upload a print version (optional)

Click **Browse** to upload a printable version of the assessment (PDF, DOCX, or other supported format). Only one print version file may be uploaded per assessment.
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#### Upload instructions (optional)

In the **File Attachments** section, upload supporting documents by clicking **Select** or dragging files into the upload area.
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#### Save

Click **Save and Continue** to save the assessment and proceed to add questions, or click **Save** to preserve your work.

![Screenshot: The performance review assessment form showing all completed fields including title, purpose set to Performance Review, delivery types, description, copyright, aggregate toggle, print version upload, and file attachments section](/files/MWHsfNESZeqilGfZbVr0)
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**TIP:** After creating the assessment, add questions using the [Add Questions to a Survey](/plan/surveys/add-survey-questions.md) workflow, then mark the survey as active before assigning it to a review plan.
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