How Do I Add “Training Info” Fields to an Assessment?

One of the features of our Assessment Software is being able to add “Training Info” fields to an assessment.

This guide will walk you through the process of adding “Training Info” fields to an assessment.

1. Assessments

In the Account tab, click on the “Assessments” option in the left sidebar.

2. Edit or Select an Existing Assessment

In the Assessments tab, select an existing assessment or create a new one, then click “Edit” in the Actions column.

3. Details Tab

Enter the assessment details.

4. Add Fields

On the “Fields” tab, select the training info fields (Notes, Injuries, Equipment, Goals) from the “Add New Field” drop down list.

5. Save Assessment

Continue to add as many of the training info fields you want into the assessment and then save the assessment.

6. Accounts Tab

Navigate to the “Accounts” tab.

7. Select a Client

From the “Accounts” tab, select a client to view Training Info.

8. Training Info

From the client’s profile, click on “Training Info.”

9. View Training Info

Here you can view the training info the client submitted in the assessment.

This guide covered the process of adding “Training Info” fields to assessments and where to view the results of the submitted assessment.