Create assessment templates

Administrators can design assessment templates that can be reused across programs, assigned directly to coachees, or shared with selected coaches for use in their development journeys.

 

 Create a New Assessment Template

1. Open the Assessments section from the left-hand menu.
2. Click + New to start creating a template.
3. Enter the assessment title and an optional description.
4. Add Traits (optional).
   • If you choose to add traits, include at least four.
   • Add more traits using Add Another Field, up to a maximum of eight.
5. Create your assessment questions. You can include a mix of question types such as open text, multiple choice, or rating scales.
6. When finished, click Save.

Your assessment will now appear under Templates.

Visibility Note:

• Assessment templates created by administrators are automatically available to all coaches in the organization unless you choose to restrict access.
• If an assessment should only be visible to specific coach(es), admin can use the "Share Template to coach" feature.

 

 Share a Template with Coaches

If you want only certain coaches to use a specific assessment template:

1. Click Options next to the template.
2. Select Share Template to Coach.
3. Choose the coaches you want to grant access to.
4. Click Save.

• The selected coaches will see the template in their Assessment Templates list with a  icon indicating that this assessment was share by the organization admin.
• Templates shared by admin are read-only and cannot be modified by coaches.

 

 Edit an Assessment Template

To update an existing template:

1. Click Options next to the template.
2. Select Edit.
3. Make your changes and click Save.

Your updates will apply immediately.

 

 Delete an Assessment Template

To permanently remove a template:

1. Click Options next to the template.
2. Select Delete.

If the template was previously shared with coaches, deleting it will also remove it from their portals.