Templates overview

Templates overview

Relevant for: Organisation Administrators, Administrators (see "User Roles in the Cockpit").

You can create two types of Templates in Applysia:

  1. Templates for the competency model on which the Assessment is based and
  2. ​Templates for a report that is generated at the end of the Assessment Center at the push of a button according to your individual needs.
You can access your competency model and report templates by clicking "Templates" at the top of the header.
A new page will open listing all the Templates you have created.  A tab appears at the top of the page. Here you can choose between "Competence Model" and "Report" to display the desired Templates.

With the help of the "search field" in the upper right corner you can search all Templates - under both "Competency Model" and "Report" - by keywords to find the desired Template. The corresponding search term is highlighted in the results. To delete the search again, click on the "x" on the right in the search field.

Competence Model

If you click the "Add" button next to it, a new page will open and you will be able to create a new Template (see "Create Templates").


You can sort your existing Templates by these categories in ascending or descending order by clicking the "Name" and "Organization" headings. By default, the Templates are sorted by creation date. 


To edit an existing Template, click either on the name of the Template or on the "3 dots" on the far right and then on "Edit". A new page will open (see "Edit Templates").


If you click on the "3 dots" on the far right of each Template, you will have two more choices:

  1. By clicking on "Duplicate" you can copy the respective Template. The Template is then called copy + name of the copy Template. 
  2. Click on "Delete" to delete the respective Template. A pop-up window opens in which you must enter the name of the Template to be deleted and click "Confirm" before the Template is actually deleted. You can also click "Cancel" and return to the overview. 

With many Templates created, the Template you want may not be on the first page. You can switch between pages by clicking on "Next" or on the "Page numbers" at the bottom of the page.

Templates can be edited at any time, but the scale can no longer be changed in the process.


Report

You can store individual report templates in Applysia to create automated reports about the results of the candidates in an Assessment. 


To do this, you can upload report templates in the Cockpit. To create a new report template in Applysia, navigate to the "Add" button in the top right corner of the report template overview (see "Create Templates"). 


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. 


Afterwards, you still have several options to view and edit these templates (see "Edit Report Templates").

You can sort your existing report templates by these categories in ascending or descending order by clicking on the "Name", "Organization" and "Date" headings. By default, report templates are sorted by creation date. 


For many created templates, the desired template may not be found on the first page. You can switch between pages by clicking on "Next" or on the "Page numbers" at the bottom of the page.






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