Management Template Assessment

This feature is for SA, ML, Master Admin, Center Admin

Finding a Template (Search & Filter)

The Templates list can be searched by name and filtered by Program — useful once you have many templates across different Programs.

• Use the Search by name box and/or the All programs dropdown, then click Filter.
• The Program column shows each template's attached Program, or "Not assigned" if none is set yet.

Creating a New Assessment Template

1. Navigate to the ACP.
2. Find the Assessments menu in the navigation menu, then click Templates.

3. Click the Add button.

4. Fill in the following information for each field:
   • Name: Enter the desired name for the template.
   • Description: Provide a brief description of the template.
   • Program: Optional. Attaches this template to one of your own Master Licensee's Programs — see the note below for what this affects. Leave as "-- No program assigned --" if you don't need it yet; it can be set later from Edit.
   • Template is active checkbox: Check to enable the template; uncheck to disable it.

5. Click Create Assessment template to save the new template.

Program is manual-only, and affects the printed PDF header

There's no automatic matching or bulk backfill — every template's Program is set by hand, at whatever pace you choose. Once a Program is attached, printed Assessment Report Card PDFs for that template show that Program's Type in the header (e.g. "BrainFit Scholar") instead of the generic default. See Assessment Print-Out for what this looks like on the actual PDF, and Managing Programs for how to set up a Program first.

Editing a Assessment Template

1. Navigate to the ACP.
2. Find the Assessments menu in the navigation menu, then click Templates.

3. Click the Edit button.

4. Fill in the following information for each field:
   • Name: Enter the desired name for the template.
   • Description: Provide a brief description of the template.
   • Program: Optional — see the note above under "Creating a New Assessment Template" for what attaching a Program does to the printed PDF header.
   • Template is active checkbox: Check to enable the template; uncheck to disable it.

5. Click Update Assessment template to save .

Setting Up a Template

1. Navigate to the ACP.
2. Find the Assessments menu in the navigation menu, then click Templates.

3. Click the Setup Template button (cog icon) for the template you want to configure.

4. Click within the "Assessment area name" field.

5. Type the desired assessment area name (e.g., "Emotion").
6. Click Add Assessment Area.

7. For each assessment area, click Add Sub-Area.

8. Fill in the following information for each sub-area:
   • Title: Enter the name of the sub-area.
   • Criteria: List the criteria associated with this sub-area (one criterion per line).

9. Click Save to apply the template setup.
10. Click Generate Lessons.

11. Fill in the following information:
    • From Lesson Number: Enter the starting lesson number.
    • To Lesson Number: Enter the ending lesson number.
    • Lesson Titles (one per line): Optionally enter specific titles for each lesson. If left blank, the system will use default titles (e.g., Lesson 1, Lesson 2).

12. Click Generate.
13. In the Associated Classrooms section, you can view a list of classrooms currently attached to this template, and detach any of them. To attach a new classroom, use Classroom Templates in the Assessments menu instead — the "Attach Classroom" panel that used to be on this page has been removed.

Creating Criteria

1. Navigate to the ACP.
2. Find the Assessments menu in the navigation menu, then click Criteria.

3. Click New Criterion.

4. Enter the name for the new criterion.

5. Click Save.