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Assessment Templates

Templates are predefined sets of questions and groups that are stored in the system for the purpose of being reused on different events. These features optimize the event administration process as there are certain Assessment questions that are repetitive.

  • Select 📑 Templates under the Assessment menu on the left nav-bar

  • The list of all created Templates is displayed with two tabs Active*/ All, the list consists of the following details:

    • Name

    • Description

    • The search box (use the search box to search the assessment templates that are entered in the system)

Create a new Template:

  • Click on the âž• Add button in the top right corner to create a Template

  • This opens an Assessment Template dialog to fill in the details:

    • 1 ABOUT TAB:

      • Name

      • Description

      • Switch on button:

        • Active /Inactive - *only templates that are set as active can be used on a event; inactive questions are just displayed on the All tab

      • Once you have filled in the data, hit the Save button

    • 2 QUESTIONS TAB:

      • Select the Question(s) for your template

      • Select the template group for each question

  • Once you have selected all the questions for your template, hit the Finish button

Created Assessment Templates are stored in the system and can be (re)used on the events.

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