Equip offers a selection of pre-built assessment templates created by the Equip team or shared by other programs. These templates are designed to save you time and provide consistency across common assessment needs. Here’s how to find, customize, and use templates in Equip.
1. Navigate to the Assessments Page
From your dashboard, select the Assessments tab in the navigation menu. This is where you can access all available assessments and templates.
2. Access the Template Library
At the top of the Assessments page, look for the Use Template button. This area houses all pre-generated templates that you can use as a starting point. Templates may include common assessments like:
Adult Healthcare Skills
Career Path and Employment Skills
Community Skills
3. Select a Template
Browse the list of templates available.
Click Copy to Account to use the template.
4. Customize the Template for Your Program
Once the assessment is copied to your library, you may edit it for your specific needs.
Edit the title to match your specific use case.
Adjust questions to fit your program’s unique needs.
Add or modify categories for better organization.
5. Save and Use the Assessment
After editing, click Save Assessment. Your customized version will now appear in the Assessments list, ready to assign to a student or team member.
Share the assessment by:
Generating a Quick Link to send directly to assessors.
Inviting assessors via the Invite Assessor feature.
6. Manage and Update Templates
If you need to make additional changes to a template-derived assessment, simply return to the Assessments page, locate the assessment, and click Edit.
Templates remain accessible in the Templates section for future use.