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Create Training Observation Report Template (TOR)

Trish Griffin avatar
Written by Trish Griffin
Updated over 3 months ago

What is this?

A Training Observation Report (TOR) is a report on an employee's performance.

Why am I learning this?

You will be completing TORs

What will I learn?

  • Review a completed Example Scale

  • Plan your Agency Scale Values

  • Create a new TOR Template

  • Create an example scale and add example categories

    • Map your Agency Scale Values to the CC common values

      • Non-compliant

      • Compliant

      • Excellent

      • Not Observed

      • Not responding to training

    • Toggle Category-Level Comments ON/OFF

      • Determine if required

  • Create observation categories that will use the scale

    • Customize the Category with standard evaluation guidelines Name/Description specific to that scale (note: if they have it)

  • Configure TOR-level Comments

  • Configure Metadata fields (optional)

  • Save the TOR template

  • Make TOR template ACTIVE

Video Demonstration

Play Video

Planning

Create New Training Observation Report Template (TOR)

Review a completed example scale

Carefully plan out your Agency’s Training Observation Report templates as seen in the EXAMPLE table below:

Create a Training Observation Template

Locate the Coaching Main Icon

1 - Select Coaching

2 - Training Observation Template

3 - Create Template

You are in the New Training Observation Template planner

Scroll to the correct Discipline

Save

You are in the Fields tab

No Fields have been added yet

Note we are still Inactive

Select Add Field

Add Scoring Value Fields

Select Add Field

Select New Scale

Select a Skill Area

Select the Skill Area from the dropdown: Call Entry

Fill

  • Name

  • Description

Select Add Field Value

A blank Scoring Value Field will populate

For each Scoring Value Field add the following:

  • Title

  • Color Code

  • Score

  • Classification

Add another Scoring Value Field by clicking Add Field Value

Continue adding Scoring Value Fields until you have several useful scoring categories

  • Assign each a Score that represents that performance level as shown

  • Assign each a Value Classification (Area of Strength, Coaching Opportunity, etc.)

  • Assign each a Color code

  • Save

How to Edit Color

  • Click the Painter’s Pallet icon

  • Choose a color that will represent that performance

  • Click OK

Your template for the Call Entry skill should look somewhat like this example once you are done:

Note your progress!

Save as Template

Select the “Three Dots” and Save as Template so you can use this over and over again for different evaluations!

Identify Version

Note the title of your new TOR.

Note Version:

  • You are in Version 1

  • You can add a New Version if you wish

  • The Active Version will be noted.

Activate Version

Activate

  • Select Inactive button

  • Select Activate Button

Your new Agency Training Observation Template for Emergency Call Taking is Active!

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