Fill out or update a Custom Evaluation Fields template

Administrators can create a custom set of Instructor-led Operator Training Simulator (OTS) training session evaluations by working with either a Custom Evaluation Fields .csv sample template or updating the Custom Evaluation Fields .csv template that was last imported to the learning platform. The templates are only available in the Administrator dashboard.

Download a Custom Evaluation Fields template

1. In the Administrator dashboard, in the Evaluation options for Instructor-led sessions section, move the Use Custom Fields slider to the right.

   The Custom Evaluation Fields section appears below the Evaluation options for Instructor-led sessions section.

   

2. If you want to create a custom set of evaluations from the sample template, in the Custom Evaluation Fields section, select Export Sample CSV.

   The custom_evaluation_fields_sample template file downloads onto your computer.

3. If you want to update the existing set of custom evaluations imported into the learning platform, in the Custom Evaluation Fields section, select Export Fields.

   The custom_evaluation_fields_export template file downloads onto your computer.

4. Open the template in Microsoft Excel.

   The custom_evaluation_fields_sample template contains sample data you can start from.

   The custom_evaluation_fields_export template contains the latest saved and imported data by an Administrator.

   Important: Do not edit the column headers, which will result in a failure when you import the template into the learning platform.

   The following figure is the sample template.

   

Fill out or update a custom evaluation fields template

5. In the second row of the template, for Custom Score ID 1, do the following:

   1. In the Enable/Disable column, enter one of the following numbers to make your custom score evaluation available or unavailable in the learning platform:

      • 1 — Make the custom score box or list available in the learning platform.

      • 0 — Make the custom score box or list unavailable in the learning platform. You may want to do this to save the entry in the template for now, but make it available at a later date.

   2. In the Custom Score Name column, enter a scoring mechanism for the custom score evaluation.

      Some examples are Situation Assessment, Communication Skills, and Procedure Knowledge.

   3. In the Custom Score Description column, enter a description for the scoring mechanism you previously entered in the Custom Score Name column.

      Some examples are Ability to assess the situation, Ability to communicate, and Ability to follow procedures.

   4. In the Test/List column, enter the Instructor's input type for the custom score evaluation:

      • Text — The Instructor enters a comment for the custom score evaluation into a box. If you set the input type to Text, you can clear the rest of the row's cells as they are for a list input.

      • List — The Instructor selects an item from a list for the custom score evaluation.

6. If you set your custom score evaluation as a list, enter the items for the list by doing the following:

   1. In the Value1 column, enter an item value, such as a grade letter, word, or percentage.

      Some examples are A, Great, and 100%.

   2. In the Description1 column, enter a description for the item value you entered in the previous step.

      Some examples are Outstanding, Very knowledgable, and Poor Performance.

   3. Repeat steps 2a and 2b for the remaining items you want to add to the list in the Value[#] and Description[#] columns.

      You can have up to 10 items in a list. If you have less than 10 items, clear the cells in the remaining Value[#] and Description[#] columns.

   4. (Optional) In the Default Value column, enter the item that you want to be the default selection in the list.

      In the Custom Scoring Evaluation page, (Default) displays next to the item name you enter as the default selection in the list. See Create a custom set of Instructor-led OTS training session evaluations for more information on the View Custom Evaluation Fields page.

7. Repeat steps 1 and 2 to enter your remaining custom score evaluations.

   You can have up to six custom score evaluations. If you have less than six selections, clear the remaining cells.

8. Save the Custom Evaluation Fields template.

   Important: Save the template only as a .csv file in a Comma delimited format to avoid a failure when you import it into the platform.

   You can now import your template into the learning platform. See Import a Custom Evaluation Fields template into the learning platform for more information.