Student Assessment Module

  • Created:
  • / Author: Jenny

The Student Assessment Module is designed to support class assessments and report cards. It provides a simple and effective way for coaches to produce individual progress reports for their classes. This feature is particularly useful for:

  • Swim school assessments
  • Tennis progress reports
  • Enhancing parent–coach communication

This guide outlines how to use the Student Assessment Module:

  1. Admin Portal – Templates setup (admin staff)
  2. Admin Portal – Coach workflows
  3. Customer Portal – Parent access

📂 Admin Portal – Managing Templates (Admin)

Templates define the structure of assessment reports.

Access:

Navigate to: Admin → General Settings → Assessment Templates → Manage

Assessment template settings

Assessment Templates

Assessment templates support the following question types:

  • Multiple choice (radio button)
  • Yes/No
  • Comment

Questions can be grouped under subheadings. You can also define the Outcome of the assessment (e.g. Pass / Not Pass) to indicate whether a student can progress to the next level.

🔐 Admin Portal – Coach Workflow

Coaches use the Admin Portal to create and manage assessment reports for students.

  • Log into the Admin Portal.
  • You can start an assessment either:
    • From the Student Contact page, or
    • Directly via a Class page.

📝 Single Assessment for a Student

    • Navigate to the relevant student or class.
    • Select “New Assessment”.
    • Choose the relevant template.

    • Enter responses for each question (choice, yes/no, comment).

  • Click Submit when complete.
  • Update the status from DRAFT to Ready for Review.
  • The Ready for Review status indicates the assessment is awaiting review by admin staff or head coach.

📝 Assessing the Whole Class

This feature allows coaches to complete assessments for all students in a class efficiently.

    • The coach logs into the Admin Portal.
    • Navigate to the relevant Class Details page.
    • Go to the Assessments tab.
    • Assign the appropriate assessment template to the class.
    • The Assessment Group Update page will open.
    • The first question will be shown with a list of all students in the class.
    • The coach can enter answers for each student directly.
    • Click Next Question to proceed to the next question.
      • Once all questions have been answered:Return to the Class Assessments page.
      • Change the status from “Draft” to “Ready for Review”.

🔍 Admin Staff / Head Coach Review and Finalisation

The admin staff or head coach can review assessments marked Ready for Review.

  • Navigate to Contact → Assessments.
  • Review the listed assessments (filter by date or status).
  • Select the assessments ready to be shared with parents.
  • Click “Finalise” to finalise all selected assessment reports.

✅ Once Finalised, the report becomes visible to parents in the Customer Portal.

👪 Customer Portal – Parent Access

Parents can view assessment reports for their children through the Customer Portal.

🔹 Viewing Reports

  • Log into the Customer Portal.
  • Go to the Assessments section.
  • Finalised reports for each child are listed and viewable.