Creating Assessment Templates

Assessment Templates option enable the Administrator to create templates which can subsequently be utilised to create assessments for multiple users. These templates can be set to different phases in the assessment.

To create an assessment template, follow the steps below.

STEP 1: Go to Administration > Individual Planning Admin > Management > Assessment Templates.

STEP 2: Enter the below described information into the fields located at the bottom of the Assessment Templates page.

Field	Description/Instructions	Mandatory/Optional
Template Name	A meaningful title for the template	Mandatory
Description	A short description of the template	Optional
Type/Year/Period	Specify the reporting period as follows: Type: "System" or "Custom" (defaults to "System") Year: depending on the selection for Type above, the relevant years are displayed. For example, if Type is set to "Custom", only the custom reporting periods are available for selection. Period: depending on the two previous selections, the relevant Periods are displayed for selection	Mandatory
Due Date	Specify a due date for completing the assessment	Mandatory

STEP 3: Click 'Add' to create a new assessment template.

It is not required to setup the assessment elements at the time of creating the template as the templates can be configured as required by the assessee during the Setup Phase which are then endorsed by the Reporting Officer.

Assessment Templates are used to standardise the elements in assessment records. This saves time and effort required to setup a large number of assessments.

The following warning message is displayed if the Reporting Year is not mapped to System Period.

To rectify the error, correctly map the reporting year to the system period.

The system allows creating a template without completing Reporting Year Mapping. However, it is not recommended because it may incorporate erroneous data in the assessment once a rollover is initiated.

Assessment Template Icons:

Copy Icon: This icon is used to copy one template to another template. This is often used from copying a template from one period to the next period. See 'Replicating Assessment templates' for more information on this feature.
Edit Icon: This icon is used to edit the Template details - i.e Template Name, Description and Due date. Note: you will not be able to edit the Type/Year/Period field. To edit this, you will need to remove the template and create new (or replicate, change and delete).
Delete Icon: This is used to delete the template. Note: assessments that have been applied from this template will not be deleted; only the template will be removed.
Apply Icon: This icon is used to apply the template to staff within your database. See 'Assigning Template' for more information on this feature.
View Icon: This icon is used to view and edit the template contents and elements. Editing these elements will not impact the assessments you have already applied from this template. This will only be applicable for new assessments you apply with this template.

Note: You will not be able to add new items to a template saved for the self-assessment (endorsement complete) phase. The template will appear as greyed out. In order to edit the template, the template will have to be changed to be applied at setup phase to be able to add new items and then you can apply to staff.

Last revised: November 26, 2017