Templates: Overview
Relevant for: Workspace administrators, administrators (see "User roles")You can create two types of templates in Applysia:
- Templates for the competency model on which the assessment is based and
- 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 templates for the competency model and the report by clicking on "Templates" at the top of the header.
A new page opens listing all created templates. A tab appears at the top of the page. Here you can choose between "Competence Model" and "Report" to display the desired templates.
In the respective tabs, all templates from the organisations you have access to are displayed. Templates assigned to other organisations that you do not have access to do not appear in this overview.
Using the "Search Field" at the top right, you can search all templates - both under "Competence Model" and "Report" - by keywords to find the desired template. The corresponding search term is highlighted in the results. To clear the search, click the "x" to the right of the search field.
Competence model
If you click the "Add" button next to the search field, a new page opens and you can create a new template (see "Create templates").
You can sort your existing templates by clicking on the headers "Name" and "Organisation" in ascending or descending order by these categories. 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 opens (see "Edit templates").
If you click on the "3 dots" on the far right next to each template, you have two more options.
- By clicking on "Duplicate" you can copy the respective template. The template is then called Copy + Name of the copied template.
- Click "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" to return to the overview.
With many created templates, it may be that the desired template is not found on the first page. You can switch between pages by clicking "Next" or the "Page Numbers" at the bottom of the page.
Templates can be edited at any time, but the scale cannot be changed.
Report
You can store individual report templates in Applysia to create automated reports on the results of candidates in an assessment.
To do this, you can upload templates for reports in the administration interface. To create a new report template in Applysia, navigate to the overview of report templates and click the "Add" button at the top right (see "Create templates").
To create a report template in Applysia, you must first create it in Word or PowerPoint. More information on creating report templates can be found here. You can sort your existing report templates by clicking on the headers "Name" and "Date" in ascending or descending order by these categories. By default, the report templates are sorted by creation date.
With many created templates, it may be that the desired template is not found on the first page. You can switch between pages by clicking "Next" or the "Page Numbers" at the bottom of the page.
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