Create and manage assessment forms

In this article you will learn: how to create assessment forms

Quick guide to creating assessment forms:

1. Training world / Assessment / Questionnaire

2. Click on Create assessment form

3. Define name of sheet and target group

4. Click on Save

5. Select Add category in the three-item menu of the form

6. Define the name of the category and save

7. Add assessment questions via Edit questionnaire and Save

With the help of the assessment forms you can ask your members about their goals and previous experiences before creating a training plan or specifically about their current condition during training plan appointments. You can formulate individual questions and create several forms. Please note that in order to create assessment forms, assessment questions has to be created first.

Create assessment form

After you have prepared various assessment questions, you can now combine them into an assessment form under Training World / Assessment / Questionnaire. Click on Create assessment form in the upper right corner. First, define a name for the questionnaire and the target group for the survey. After saving this framework data, the questionnaire will now appear in the list of questionnaires that have already been created.

Then add categories via the three-dot menu in the row of the form by clicking on Add category to sort the created questions thematically. They provide the framework for adding assessment questions. If you create more than one category, you can then use Sort order of categories to specify the order in which the categories and, accordingly, the questions of the assessment form are queried.

Questions can be added via the three-point menu of the created category. To do this, click on Edit questionnaire. All active assessment questions are available for selection and can be selected using the drag & drop function or the arrow keys for the form. The order of the questions can also be changed via drag-and-drop. The assessment form is saved and activated via Save. This means that it can be selected for your assessment appointments under the member profile under Training / Assessment by clicking Conduct assessment.

Edit assessment form

If you want to make changes to the assessment form, use the Edit assessment form function in the three-dot menu. Now you can specify the name and the target group of the form again. If you no longer wish to use the form for conducting assessment interviews with members, click Deactivate assessment form. The assessment form will then no longer be available via the member profile under Training / Assessment (Conduct assessment). If you want to delete the assessment form irrevocably, click Remove assessment form.