Setting Up Evaluation Categories

Evaluation categories are the skills or notes your evaluators fill out, such as speed, throwing, coach notes, or overall score.

Open Evaluation Categories

1. In the web app, open the Team Building section in the left navigation.
2. Click Categories.

The page title says Evaluation Categories.

Add a category

1. Click Add Category near the top-right of the page.
2. In the Add Evaluation Category window, enter Category Name.
3. Add a Compact label only if the full name is too long for tables.
4. Choose a Group or choose Create new group... from the group menu.
5. Add a Description if evaluators need guidance. This text is shown in the mobile app during evaluations.
6. Choose the Type.
7. Choose Visible in Divisions if the category should appear only for certain divisions.
8. Click Save.

Pick the right type

Use a score or number type for skills that evaluators rate. Use a timed type for measurements like a sprint time. Use notes when evaluators should write text. Use dropdown or multi-select when you want evaluators to choose from a list.

Use groups for easier forms

Groups keep related categories together. For example, you might create groups like Hitting, Fielding, Athleticism, and Notes. Click Add Group on the Evaluation Categories page if you want to create a group before adding categories.

Be careful when editing old categories

If a category already has saved scores or notes, only rename it if it still measures the same thing. If the meaning is changing, create a new category instead and archive the old one.