How do I set up training assessments?

Last reviewed 11 October 2026 · Part of Training administration

The Assessments tab appears after a program reaches Completed status (Status >= 3). It records post-training evaluations of participant performance.

Adding an Assessment

1. Click the Assessments tab (visible only for Completed/Closed programs)
2. Select a Participant from the dropdown
3. Enter Score (0-100), Grade, and Passed (Yes/No)
4. Optionally fill in Assessed By, Feedback, and Recommendations
5. Click Add Assessment

Assessment-Before-Close Gate

If the setting Require assessment before close is enabled, the system will block the Close & Assign Skills action until all completed participants have been assessed.