Create Templates
Relevant for: Organisation Administrators, Administrators (see "User Roles in the Cockpit").To create a new Template, first select what kind of template you want to create in the top menu under "Competence model" and "Report".
Competence model
To create a new Template, click on "Templates" in the header at the top and on "Competence model" and then on the "Add" button in the overview of the Templates at the top right.
A new "Create Template" page opens with various options.
Here you can fill in the following fields under "General":
- Under "Name" you can define the name of the Template. Under this name, you can later find the Template again in the overview as well as when creating and editing an Assessment.
- Under "Organization" you can enter the name of your company / department or that of the company for which the Assessment is to be created.
- Under "Report", you can link a report template that has already been uploaded to the Cockpit with the competency model. If you create an assessment with this competency model, the linked report template is automatically integrated into the assessment.
Even if you have already stored report templates in your assessment, the report templates linked to the competency model will be integrated into your assessment. Storing a report template when creating the competency model is optional.
Then, under "Settings", you can use the slider on the right to select whether or not you want to allow the final adjustment of the competency ratings in the Conference. Here, Moderators have the option to enter final values for the competencies of the individual Candidates, which may deviate from the consolidated ratings by a maximum of +- 0.5 scale points. More information about the final consolidation of competencies can be found here.
You can then configure the rating scale individually under "Scale".
- You can set the "Minimum" and the "Maximum" of your scale by clicking on the gray arrows. By default, a scale from 1 to 5 is set.
- Under "Step size" you can define whether the scale should be in steps of 0.25, 0.5 or 1. By default, steps of 1 are set here.
The changes are displayed directly under "Scale labels".
Under "Scale labels" you can specify how you want to name your anchor points, e.g. from 1 "does not apply at all" to 5 "applies completely". In the App, the numbers of the scale are displayed automatically, so you don't have to enter them additionally.
You cannot change your entries for "Minimum", "Maximum" and "Step size" after you have created the Template.Alternatively, you can activate the slider to the right of "Use labels instead of numbers" if you want to label your anchor points individually with symbols/characters instead of numbers. To do this, enter the desired symbols/characters for each anchor point individually in the fields to the right of "Scale Labels". You can use a maximum of three symbols/characters per anchor point for individual scale labeling.
By default, this function is deactivated in the cockpit.
These individual labels will then be displayed to you in the Observer app instead of numbers. When assessing and consolidating the values, you select the desired expression from the stored symbols/characters. The consolidated and finalized ratings are also displayed in the Conference and in the graphical representations using the symbols/characters. For more information on the scale labeling with symbols/characters in the app, click here.
To create the Template, click "Save" at the bottom right. A new page will then open with your created Template. Here you can make further settings. The folder "Edit Templates" explains the respective Settings in more detail.
Once you have created your Template, you can access it by clicking on "Templates" at the top of the header. All created Templates are listed there.Report
To create a new template, click on "Templates" in the header at the top and on "Report" and then on the "Add" button in the overview of the templates at the top right.
If you click on the "Add" button next to the search field, the file overview of your computer will open. Here you can upload ready-made templates in Word and PowerPoint format. To do this, select the desired template from your files and click "Open" in the file overview. Alternatively, you can also add the template by double-clicking on the file name.
In order to create a report template in Applysia, you must first create it in Word or PowerPoint. You can learn more about creating report templates here.
While you are adding the template to the overview, this template will be checked for errors in the background. If there are any errors in the template that prevent you from creating a report, a red exclamation mark appears next to the template name.
You can view the template by clicking on the template name - here you can only view your uploaded file, but not make any changes. The created template appears on a new page.
In the top menu, you can choose between "Template", "Preview" and "Show both". By default, you will see the "Template view" here. This view shows your uploaded template with the placeholders you created. Once you click on "Preview" in the top menu next to "Template", you will see the preview of a finished report. This preview is based on your individual template that you uploaded and is filled with sample information and text blocks.
This is not the information and data from one of your Assessments. The information and text modules in the preview will help you create templates in the best way possible, so you can see what the finished report will look like and make any changes you want.
If you click on "Show both", a split-screen view appears in which you can see the "Template" and "Preview" screens side by side and compare them with each other.
In addition, the Applysia Report Assistant supports you in creating report templates. If the placeholders in the previously created templates were not used correctly, for example because a "}" was forgotten, you will be notified here. If you click on the template name and you are in the "Template" tab, you will see a red notice at the top "Invalid template - Watch out for comments in document, to resolve the issues". In the view of the template you will see a note about the errors in red on the right edge in the form of comments.
Be sure to copy the placeholders 1:1 into your templates so that the reports can be created smoothly.
If there are errors in a template, you cannot view a "Preview" or a parallel view of the template and preview.
You can click the "Download icon" in the top right corner of this view to download the template. Click on the "Edit in Word" or "Edit in PowerPoint" button, depending on whether it is a .docx or .pptx file, to edit the report template directly in Office.
You can edit the template in Word or PowerPoint directly from the Cockpit. The customized template is then automatically updated in the Cockpit. You can find more information on editing the report templates here.
At the bottom right, there are three different features available for you to customize the view of the template. Click on the icon with the expanding arrows to view the template or preview on the full screen in the same tab. Click the button again to shrink the view back to its original size. Click the "plus icon" or the "minus icon" as many times as you like to zoom in and out of the view.
You can close the preview and template view page by clicking the "arrow" at the top left and you will be back on the template overview page.
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