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Creating a Custom Template in Assess - EMS

Learn how Admins can create custom templates in Assess.

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Administrators can transform any district-adopted forms or questionnaires into custom templates that assessments can then be created from.  

🎥 Assess On-Demand Training

Webinar: Assess Overview

Scope of Training: Learn how to use the Assess feature to create, customize, and manage comprehensive safety assessments that meet state compliance requirements at both the District and Building levels.

  • Introduction to Assess
  • Creating Custom Templates
  • Adding Sections and Questions
  • Publishing and Completing Assessments

Audience: Team Member assigned to oversee district and building-level audits. 

Duration: 6-minutes, on-demand 

Click here to watch! 

 
 

To Add a Custom Template:

  1. Navigate to the Templates tab in Assess
  2. Click + Custom Template near the top right corner of the page
  3. Next, fill out all required fields and click Create



Once the custom template has been created, Admins can use the Assess Template Editor to edit the basic template info and/or continue constructing the template contents.  

Admins can edit, manage, or create additional sections within a custom template. Sections within custom assessments may include unlimited questions; and questions can be given a hint and/or an answer type.

 

Click + Add main section to continue constructing the custom template

  • Choose a section title, add desired instructions then click Add

To add questions to any section, click + Add a question below the section.

  1. Fill out the Add question form with the following info:
    1. Add the desired question
    2. Add a hint (optional)
    3. Select an answer type
  2. Click Add

Repeat this process until all desired questions are added to the section

Subsections can also be added to sections by clicking + Add a subsection below the section. Questions can be added to both sections and subsections.  

Additional actions can be taken using the 3 dot actions menu at the top right corner of the custom template editor:

  • Additional sections can be added to the custom template by clicking the 3-dot action menu at the top right corner and selecting + Add main section
  • A template summary can be added/edited by selecting Edit summary
  • The custom template can be copied into a new template by selecting Copy
  • The custom template can be published/unpublished (This will dictate whether an assessment can be created using this template)
    • Publishing a template is not advised until it is fully constructed
  • The custom template can be deleted by selecting Delete

To save and return later, click Save and Exit from the top right corner.  

 

 

 

 

 

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