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Must know
  • You choose when families see results. Each template decides: someone publishes each one (the default), it publishes as soon as it is recorded, or once it is a set number of days old.
  • A Required skill must pass, whatever the threshold says. A template passes only when its own rule, every section rule and every Required skill are met. The rules look at the skills the coach attempted.
  • Duplicate and delete have limits. A duplicate starts inactive, and achievements and program assignments keep pointing at the original. A template that any evaluation or achievement uses can’t be deleted, so turn off Active instead.
  • Needs Training and View Settings. Evaluation templates are part of Training. If you don’t see Settings > Training, your plan doesn’t include Training or your role doesn’t have View Settings.
An evaluation template is a reusable checklist of skills that coaches score against, for example “Level 1 Assessment.” You need View Settings to open the page, then Create Training to create, Edit Training to edit or duplicate, and Delete Training to delete.
1

Start a template

Go to Settings > Training > Evaluation Templates and click New Template. Enter a Name and an optional Description. If your club has levels, you can pick a Level (optional).
2

Set Active

Active is on by default. Inactive templates stay out of the coach’s list and the session default list.
3

Choose the completion rule

Under Completion requirements, pick Percentage of skills, Number of skills, or All required skills. Percentage starts at 80 (0 to 100). Number starts at 1 and can’t exceed the skills you pick in the last step, so check it after.
4

Choose when families see evaluations

Under When families see these evaluations, pick one.Turn on Show unpublished evaluations to families as drafts to show a Draft badge before publishing. Families are notified only when a newly published evaluation is a completion (Pass, Excellent or Satisfactory), not a Retry.
5

Add sections (optional)

Click Add section to group skills, for example Vault or Beam. You can reorder or remove sections (a removed section’s skills stay on the template, unsectioned). Each section can have its own Section rule, a Level (optional) and Mark every skill in this section required. Names must be unique, and a skill sits in one section at most.
6

Pick the skills

Select the Skills, grouped by discipline. For each selected skill, choose its section (or No section) and tick Required if it must be passed. Then click Create Template.
How completion is judged. The template and section rules look only at the skills the coach attempted, so a Number rule needs at least that many skills attempted and passed. Every Required skill must be passed, so one that wasn’t attempted counts as not passed. The result only pre-selects Pass or Retry for the coach, and nothing is suggested if no skill was attempted. When a template or section has a level, the coach can click Mark level complete on the evaluation for an athlete who holds that level. If the rule wasn’t met, the coach must confirm first. Manage your templates. The list has a cards or table view and a search box. Use the row menu for Edit, Duplicate or Delete. Duplicate creates “[name] (copy)”, leaves it inactive, and opens it so you can rename it and turn on Active. The copy resets to Someone publishes each evaluation with drafts off, so check that setting before you turn it on. Delete asks you to confirm and can’t be undone. If the template is in use, you see “Template is in use.” Set a session default. On a session, choose Edit session and pick a Default evaluation template (shown when Training is on). It beats the program default, and the coach portal pre-selects it. If a coach switches templates, that choice is saved for the session. Coaches see the program’s templates first under For this program, then All templates. If the template publishes when recorded, coaches see a warning that families see the report card as soon as they submit. Related: How do I review and publish evaluations so families can see them? · How do I score athletes during a class? · How do I view my athlete’s evaluation results? · How do I score a whole session’s evaluations from the admin dashboard?