Templates
Templates are reusable assessment blueprints that can be deployed to create live assessments. Instead of building every assessment from scratch, a template provides a starting structure that can be published and reused across a company — or across multiple companies for MCA users.
Templates vs live assessments
| Templates | Live assessments |
|---|---|
| Reusable blueprint | Concrete instance tied to a specific rollout |
| Not distributed to candidates directly | Distributed to candidates; has sessions and results |
| Can be deployed to create a live assessment | Created from a template or built from scratch |
What you can do on the Templates page
| Action | Who can do it |
|---|---|
| View the templates list | Company admin, staff with permission, Directory, Platform, MCA |
| Create a new template | Company admin; staff with Manage assessment templates permission |
| Edit a template | Company admin; staff with Manage assessment templates permission |
| Archive a template | Company admin; staff with Manage assessment templates permission |
| Deploy a template to one or more companies | MCA and Platform admins |
| View the questions on a template | Anyone with access to the template |
Editing an archived template opens a read-only view — you can see the content but not change it. Unarchive it first if you need to make edits.
Questions preview
Each template detail page shows the questions it contains once the template has been published. Click on any question to expand it and see the answer options with the correct answer highlighted, plus rubric details for open-ended questions.
Skill cluster templates
When creating or editing a "Skill cluster" type template, the wizard lets you select a skill cluster from a dropdown by name — you don't need to know any internal IDs.