Situational Judgement Course: Lessons 2026

These six lessons teach a method and six principles for choosing the most effective action in workplace scenarios, with practical exercises. Read a lesson, try its topic quiz, then take the timed final assessment.

  • Lecciones del curso
  • 17 min de lectura
  • Revisado el 13 de octubre de 2026

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Lesson 1: How situational judgement tests work

A situational judgement test shows you a short, realistic work scenario and a list of possible actions. You judge which action works best. It checks judgement, not knowledge: everything you need is in the scenario.

For example, the federal public service's Test of Judgement 374 assessed the judgement needed to solve work problems: communication, interpersonal skills, initiative, decision making, analytical thinking and action management.

Common answer formats

  • Most effective: choose the one best action.
  • Most and least effective: choose the best action and the worst one. A question may say LEAST in capitals.
  • Rank: put all the actions in order from best to worst.
  • Rate each action: for example, the UK Civil Service Judgement Test asks you to rate each of four actions as counterproductive, ineffective, fairly effective or effective. You judge each action on its own, so two actions can get the same rating.

Some tests also start with a self-assessment about how you usually behave at work. Answer it honestly: you may be asked about your answers at an interview.

Six principles, in order

Most scenarios can be solved with six principles. When two conflict, the higher one usually wins.

PrincipleWhat it means
1. Safety firstProtect people from harm before speed, sales or comfort.
2. Follow policyWork within the law and your employer's rules. Keep records honest and personal information private.
3. CommunicateTell the right person early and clearly. Ask when you are unsure. Keep people informed.
4. EscalatePass a problem up when it is beyond your role, authority or skill, or when your own fix did not work.
5. RespectTreat everyone with dignity. Stay calm, listen and never judge people for their differences.
6. FairnessApply the same rules to everyone, friends included. Give credit where it belongs.

A five-step method

  1. Read who you are: your job and what you may decide. A new employee usually checks with a supervisor before big decisions.
  2. Find the main problem and any risk to people.
  3. Rule out weak options first: ones that put someone at risk, break a rule, ignore the problem or overreact.
  4. Compare what is left. Which option fixes the main problem, safely, within your role and in good time? Reporting something now beats waiting a week.
  5. Check your choice against the six principles.

Patterns in wrong answers

  • Ignore it or wait until later.
  • Pass it off: "that is not my department".
  • Overstep: approving something only a manager can approve, or grabbing and chasing people.
  • Break a rule to please someone.
  • Overreact: arguing or making a scene.

Be careful with the idea that "telling your manager" is always right. Small problems that are part of your own job are yours to solve first. Escalate when the problem is beyond your role, skill or safety, or when your own fix did not work. And when several things need you at once, such as a display about to fall, a price check and a ringing phone, deal with the risk to people first.

Timing

Work out your time per question at the start. This course's final assessment has 30 questions in 35 minutes: 35 × 60 = 2,100 seconds, and 2,100 ÷ 30 = 70 seconds per question. Careful: 35 ÷ 30 = 1.17 minutes, which is 70 seconds, not 1 minute 17 seconds.

Prueba temática 1: How situational judgement tests work

Lesson 2: Safety first

When one option keeps people safe and another saves time, makes a sale or pleases a customer, safety wins. This is the most important rule in situational judgement tests.

Your rights and duties

  • Right to know about hazards, with the training you need to work safely.
  • Right to participate, for example by reporting concerns or through a health and safety committee.
  • Right to refuse work that could affect your health and safety or that of others. It is a serious step, not a routine way to solve problems.

Workers must also work safely, use the required protective equipment, and report hazards, incidents and defective equipment to the supervisor or employer.

Hazards and equipment

  • Make it safe if you safely can, then report it: block off a spill, take a broken item out of use.
  • Do not use damaged equipment: a cracked ladder or hard hat, a frayed cord, a wobbly walker. Ask for a safe replacement.
  • Do not improvise repairs with tape, glue or a kitchen knife.
  • Keep emergency exits clear. Move boxes if you safely can, and tell your supervisor.
  • Ask for training before you use a machine you have not been shown.
  • Do not copy unsafe shortcuts, such as removing a machine guard or skipping a lock-out step, even when a senior coworker does. Work safely yourself and tell your supervisor.
  • Ask for the right protective equipment, such as gloves for a chemical that burns skin, before you start.

Injuries and emergencies

  • Injury: get the trained first aider, or call 911 if needed, then make sure the incident is reported.
  • Alarm: treat it as real. Stop the sale or task and follow the evacuation plan. Cash and sales can wait.
  • Gas smell or similar danger: warn others, leave the area and call for help from a safe place, following the emergency plan. Do not stay to search or finish orders.
  • Unattended bag: do not touch it. Keep people back and report it following site procedure.

Threats and violence

Workplace violence is any act in which a person is abused, threatened, intimidated or assaulted at work. Do not enter any situation where you feel unsafe. Working alone raises the risk: after closing, keep the door locked. Report every threat or incident right away, whether it was aimed at you or you only witnessed it.

A security guard's safest role is usually to observe, report and record. If you see a crime, stay at a safe distance, call police and your dispatch, and write down details. Chasing or grabbing people puts you and others at risk.

If a serious hazard you reported is ignored, escalate to a higher manager or the health and safety committee.

Practical exercise: fix an incident report

A grocery clerk wrote this draft report after a customer slipped. Read it, then improve it.

FieldDraft entry
Date and timeTuesday afternoon
LocationThe store
What happenedSome careless customer slipped on juice. Probably their own fault for not looking.
InjuriesCustomer said her wrist hurt
Action takenGave her an ice pack. Mopped the floor.
Reported to
Witnesses
  1. What is wrong with the date, time and location entries?

    Ver respuesta

    They are too vague. Give the exact date, the time (for example 2:40 p.m.) and the exact place (for example aisle 6, near the juice display) so others can check and follow up.

  2. Rewrite "What happened" in a factual way.

    Ver respuesta

    For example: "At about 2:40 p.m., a customer slipped on spilled juice in aisle 6 and fell onto her right hand." Report facts only; leave out blame and guesses such as "careless" or "her own fault".

  3. What should have happened as soon as the spill was seen?

    Ver respuesta

    Safety first: block off or mark the spill and get it cleaned up right away, before anyone could slip.

  4. Why do the two empty fields matter?

    Ver respuesta

    "Reported to" shows the incident was reported to a supervisor (name and time). "Witnesses" lets the employer follow up. Workers must report incidents, so both should be filled in.

Prueba temática 2: Safety first

Lesson 3: Policy, honesty and privacy

In a situational judgement test, the best option usually solves the problem within the rules. A quick fix that breaks a rule creates a new problem.

When a rule gets in the way

  • Follow it, and suggest an improvement to your supervisor. Do not skip it on your own.
  • Explain the rule politely and offer what you can, such as store credit when there is no receipt. If the person wants an exception, a manager can decide.
  • When you are not sure of a rule, ask before you act. For example, keep a restricted room locked until your supervisor confirms who may enter.
  • Rules apply to everyone. A friend does not get the staff rate, and every customer who looks young is asked for ID.

Honesty and records

  • Own your mistakes. Tell your supervisor as soon as you find one and help fix it. Do not hide it or blame others.
  • Records must be true. Logs, inspections and time records show what really happened. Never backdate, sign for someone else or change a record for a friend.
  • If you miss a task, such as a patrol round, do it now and record the real times and reason.
  • If a manager asks you to falsify a record, politely explain you can only record the real facts and offer a solution, such as doing the inspection now. If the pressure continues, raise it through the proper channel.
  • Cash: report a shortage and follow the cash procedure. Do not cover it with your own money or change the count.
  • Theft: report what you saw to your manager, following policy. Do not ignore it or make threats.

Privacy

Personal information is any factual or subjective information, recorded or not, about an identifiable person: for example a name, age, ID number, income, opinions or health details. Privacy principles include consent, limiting use and disclosure, and safeguards.

  • Do not share customer or patient details with neighbours, friends or anyone who does not need them for work. Say you cannot share that information.
  • Do not send customer lists to personal email. Ask about an approved way to work from home.
  • Do not record or post videos or photos of customers. A video or photo of a person can be personal information.
  • Your password is yours alone. Help a locked-out coworker contact IT or the supervisor instead.

Conflicts of interest and gifts

A conflict of interest is when a personal relationship or benefit could affect, or seem to affect, your work decisions. If a relative applies for a job you are helping to fill, tell your supervisor and step back from that decision. If a supplier offers you a gift, check the gift policy and tell your supervisor before accepting anything.

Prueba temática 3: Policy, honesty and privacy

Lesson 4: Communicating and escalating

The Skills for Success model describes communication as receiving, understanding, considering and sharing information and ideas. It includes listening to understand and adapting your tone, language and approach to your audience.

Ask and confirm

  • Unclear instruction: ask a short question about that step before you start. Guessing causes mistakes.
  • Confusing message: reply to the sender and ask them to confirm the details.
  • Two supervisors, two urgent jobs: explain the clash to both and ask which comes first.
  • You do not know the answer: say you will find out from someone who knows. Do not guess.

Tell people early, the right way

  • Running late on a deadline: tell your supervisor now, explain why and suggest a new time.
  • Urgent hazard: phone or go to facilities or your supervisor right away. An email may sit unread.
  • A coworker's mistake affected a customer: tell your supervisor the details so it can be fixed.
  • A customer who is learning English: use simple words, speak clearly and check they understood. Speaking louder or faster does not help.

Handovers, messages and follow-ups

At a shift change, record events in the log and tell the incoming person directly. For a phone message, write down the caller's name, number and message and pass it on; do not promise a callback for someone else. If you promised to call someone back at 3 p.m., call at 3 p.m. with an update, even if you do not have the full answer yet.

When to escalate

SituaciónBest first step
A small problem within your job, such as a teammate's late workTalk with them privately and agree on a plan. If it continues, involve your supervisor.
Something beyond your authority, such as a late checkoutTell the guest you will ask the manager, then get back to them soon.
A change in a client's condition (health care support)Report it to the nurse or supervisor right away. Do not try to work out the cause or treat it yourself.
A serious report that was brushed offGo to the next level of management or the person named in your workplace policy.

Disagreeing well

If you think a plan has a problem, calmly share your concern and your reason at the meeting, and suggest an option. Once the decision is final, support it.

Practical exercise: improve an escalation email

Sam, an office assistant, told their supervisor on Monday that the visitor-badge printer was broken. It is now Wednesday and nothing has changed. Sam drafted this email to the facilities manager.

LineDraft email
1Subject: Printer
2The badge printer at the front desk has not worked since Monday morning.
3Visitors are signing in on paper, but staff cannot tell from a badge who has signed in.
4Honestly, nobody around here ever fixes anything.
5I told my supervisor, Dana Lee, on Monday.
6Could someone repair or replace it by Friday? Thank you, Sam
  1. Which line should be removed, and why?

    Ver respuesta

    Line 4. It blames and complains, adds no facts and is not respectful. It makes the reader less likely to help.

  2. Write a better subject line.

    Ver respuesta

    For example: "Visitor badge printer broken since Monday – please repair by Friday". It says what, since when and what you need.

  3. Why is line 5 useful?

    Ver respuesta

    It shows Sam already used the first level (the supervisor) and is now escalating to the next level, not going around anyone.

  4. Who else should get a copy of the email?

    Ver respuesta

    The supervisor, Dana Lee, so they stay informed about the escalation.

Prueba temática 4: Communicating and escalating

Lesson 5: Customers and difficult situations

In customer scenarios, the best answer almost always keeps you calm, shows you listened, takes ownership and offers what you can within policy.

Handling a complaint

  1. Remain calm. Do not take it personally.
  2. Listen carefully and do not interrupt. You can ask: "Help me understand why you are upset."
  3. Apologize for the problem or the wait.
  4. Fix it or offer what the policy allows.
  5. If you cannot fix it, pass it to the right person and tell the customer what will happen next.
  6. Follow up when you said you would.

Take ownership

Avoid "that is not my department" and blind transfers. A caller who has been transferred three times needs someone to listen fully and own the problem until it is solved or properly handed on. When a line is long, apologize for the wait, keep serving and call for backup if you can.

Claims and pressure

  • A claim you cannot confirm ("your coworker promised me half off"): do not agree to something that may not be true, but do not reject it right away either. Listen, then check with your coworker or manager.
  • Threats of a bad review or demands for things they are not entitled to: stay polite, offer what policy allows and involve your manager if they want more.
  • Closed facilities or visiting hours: explain the rule politely and say what is possible.

Fair service

Serve people in the order they arrived, not by who you know or what they might spend. If unsure, ask. Checks such as bag searches apply to everyone: calmly explain that every bag is checked and offer the options your policy allows.

Abuse and threats

  • If a person is abusive, calmly tell them you will not accept abusive language and will end the conversation if it continues.
  • Do not swear back, argue or grab anyone.
  • If the person will not leave or becomes threatening, move away to a safe place and get your manager or security, or someone trained in de-escalation.
  • Afterward, file an incident report following your workplace policy.

Respect for every customer

The Canadian Human Rights Act lists prohibited grounds of discrimination, including race, colour, religion, age, sex, sexual orientation, family status and disability. Speak directly to a customer who uses a wheelchair and ask how you can help, rather than talking to their companion. If a customer makes a racist remark to a coworker, calmly say it is not acceptable, support your coworker and get your manager.

Practical exercise: rate four replies

At a phone store, a frustrated (but not abusive) customer says: "This is my third visit about this phone, and nobody here knows anything!" Rate each reply as effective, fairly effective, ineffective or counterproductive.

ReplyWhat the clerk says
A"I'm sorry you've had to come back three times. Let me look at your file and see what has been tried."
B"I just started here, so I can't help you."
C"You need to calm down or leave."
DWithout asking anything, "I'll get my manager."
  1. Rate reply A.

    Ver respuesta

    Effective. It apologizes, shows the clerk listened and takes ownership of the problem.

  2. Rate reply B.

    Ver respuesta

    Ineffective. It may be true, but it leaves the customer with no help. A new clerk can still listen and find someone who knows.

  3. Rate reply C.

    Ver respuesta

    Counterproductive. The customer is upset, not abusive, so this is likely to make things worse.

  4. Rate reply D.

    Ver respuesta

    Fairly effective. Getting help may solve the problem, but the clerk has not listened first, so the customer may feel brushed off again.

Prueba temática 5: Customers and difficult situations

Lesson 6: Respect, fairness and teamwork

The Skills for Success model describes collaboration as contributing to and supporting others to achieve a common goal. It includes respecting differences without judging people, managing difficult interactions by discussing, negotiating and resolving them in a sensitive and helpful way, and contributing by completing your tasks.

Everyday teamwork

  • Offer to show a new coworker how something works.
  • Invite a quiet coworker to share ideas, and listen to them.
  • Give credit where it belongs. If you are praised for a coworker's idea, say so.
  • Once a team decision is final, support it.

Conflict between coworkers

Start with a private, calm talk and agree on a fair plan, such as sharing cleaning duties. If it continues, involve your supervisor. Do not complain to others or leave work undone so someone gets in trouble. If coworkers argue in front of customers, ask them to talk it over in private.

Bullying and harassment

Bullying is usually a pattern of behaviour meant to intimidate someone, or comments that could hurt them mentally, such as spreading rumours, excluding someone, intimidating them, undermining their work, or yelling. Harassment includes any action, conduct or comment that can reasonably be expected to cause offence or humiliation, such as jokes about someone's accent. Do not join in, and do not pass on rumours.

  • If you are the target: firmly tell the person to stop, keep a factual record (date, time, what happened, witnesses) and report it to the person named in your policy. If your concern is dismissed, go to the next level of management. Do not retaliate.
  • If you are a witness: stand with the person, ask the bully to stop and file an incident report.

Human rights and accommodation

Religion, disability, family status and the other grounds in the Canadian Human Rights Act are protected. As a shift lead, take a request linked to one of these grounds seriously, such as a short daily break for prayer, and follow your workplace's accommodation process. Keep the reason private.

Fairness as a shift lead

Apply the same rules to everyone, friends included. If two people break the same rule, give both the same response under the policy. If two people want the same day off, use the stated rule, such as first request, and explain it to both. Never change a record to cover for a friend.

Prioritizing

Deal with safety first, then urgent work, then tasks that can wait. If you leave a coworker's non-urgent task for an urgent job, tell them and come back later.

Practical exercise: plan a shift lead's next hour

You are the shift lead in a store. These four things happen within three minutes. Plan what you do.

TimeWhat happens
9:00A cashier asks for help with a gift-card return. The customer is waiting.
9:01A customer tells you there is broken glass on the floor near the entrance.
9:02Your manager asks for the delivery count by 11:00.
9:03Two staff disagree about who takes the first break.
  1. What do you deal with first, and why?

    Ver respuesta

    The broken glass. Safety first: block it off and get it cleaned up so no one is hurt.

  2. What do you tell the cashier while you deal with the glass?

    Ver respuesta

    That you will be there in a few minutes, so the cashier can tell the customer. Communicating keeps people informed.

  3. How do you settle the break dispute fairly?

    Ver respuesta

    Use the posted break schedule or the store's usual rule and explain it to both. Do not choose based on who you like.

  4. When should you do the delivery count?

    Ver respuesta

    After the safety issue and the waiting customer are handled. It is due at 11:00, so it can wait a little, but plan time for it.

Prueba temática 6: Respect, fairness and teamwork

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