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How do I add “Training Info” fields to an assessment?

How do I add “Training Info” fields to an assessment?

Posted by Support Team on September 10, 2020 — Updated on August 4, 2024

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. Account Tab

Navigate to your “Account” tab.

Account Tab

2. Assessments

Go to the “Assessments” section on the left side bar.

Assessments

3. Edit Assessment

Create or edit an assessment.

Edit Assessment

4. Details Tab

Enter the assessment details.

Details Tab

5. Add Fields

On the “Fields” tab, select the training info fields from the “Add New Field” drop down list.

Add Fields

6. Save Assessment

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

Save Assessment

7. Clients Tab

Navigate to the “Clients” tab.

Clients Tab

8. Training Info

Hover over the gear icon next to the client and click on “Training Info” from the fly out menu.

Training Info

9. View Training Info

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

View Training Info

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

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