Must know
- Available on plans that include Training — if you don’t see the Training section, ask your Uplifter contact.
- A template holds only the skill list plus a completion rule — the scoring lives on each individual skill.
- A template needs at least one skill; the “Number of skills” threshold defaults to 1 and can’t exceed the template’s skill count, so an evaluation can never be impossible to complete.
1
Start a template
Go to Settings → Training → Evaluation Templates and click New Template. Give it a Name and optional Description.
2
Choose the completion rule
Under Completion requirements, pick how the evaluation counts as complete: Percentage of skills, Number of skills, or All required skills. Set the threshold where applicable.
3
Pick the skills
Select the Skills to include (they’re grouped by discipline), then save. You’ll need at least one skill.