Templates

Manages the skill checklists that assessments are scored against. Each template has a name, a category, a set of items and a status, and is chosen when an assessment is recorded.

What this screen is for

An assessment template is the checklist of skills an instructor scores a student against. This screen lists the templates with their name, category, number of items and status, and lets you create a new one or edit an existing one.

When to use it

Set a template up before assessments of that kind start being recorded, and revise it when the skills you assess change. Deleting a template also deletes the assessment records made against it, so archive rather than delete if the history matters.

What you see on this screen

The screen is headed Assessment Templates, subtitled "Manage skill assessment checklists".

The table has five columns:

  • Name — the template's name
  • Category — how it is grouped
  • Items — how many skill items the checklist holds
  • Status
  • Actions — edit and delete icons

Where none exist, the page reads "No templates yet" and offers to create the first one.

Filters and actions

There are no filters on this screen. New Template creates one, and each row can be edited or deleted.

Deleting opens a confirmation showing the template's name and how many skill items it holds, and warns explicitly that all associated assessment records will be deleted with it. That is the one thing to read before confirming: the student histories scored against that template go too.

Status values

A template reads either Active, meaning it can be chosen when recording an assessment, or Inactive, meaning it no longer appears in that list. Making a template inactive is the safe alternative to deleting it, because the assessments already scored against it are kept.

Related

  • Record Assessment
  • All Assessments

More in Configuration

All of AcademyAsk about Templates