One of the features of our Assessment Software is being able to add “Training Info” fields to an assessment.
Starting in the “Account” tab on your Dashboard, follow the steps listed below.
Step 1: Click the “Assessments” tab on the side menu.
Step 2: Create a new assessment or edit an existing one.
Step 3: On the “Fields” tab, add a new field and select one of the options.
Your options are:
Each of these options will allow your client to give you more detailed information that will be saved to their profile.
Step 4: Save the assessment.
Now that you have added these Training Info fields, the information your clients enter will be added to the “Training Info” section of their “Manage Client” view.