How do I create a template upon LiveAssess?

Save time and effort by creating a template before you start using LiveAssess for your assessment.

Summary

Assessments are captured manually (on paper form) on-site and later manually entered to the AuctionsPlus platform via the dedicated Assessment Entry interface. Double handling of data can be time consuming and introduces the potential of manual error.

LiveAssess is a mobile solution designed to allow the assessor to capture assessment data on-site, and then automatically load that data to the AuctionsPlus platform. This document offers simple guidance through the following phases.

Video tutorials can be found at the start of each section, the full playlist can also be found here: LiveAssess Tutorials (YouTube)

Create Template Procedure

Watch the 3.5-minute video below for a hands-on tutorial on how to create a template in LiveAssess.

Step 1 - Click on "Templates" tab

From the home screen, start by clicking on the "Templates" icon, as highlighted in the red box below.

Step 2 - Select the "+" icon

In the next screen, you'll see all the templates you've created before. To create a new template, click on the "+" icon, as highlighted in the red circle below.

Step 3 - Labelling and selecting livestock type for your new template

In the next screen, you'll be able to label the template and select the livestock type that this template applies to. Using a label that best describes the type of assessment that the template will be used for, will aid you later in the application. Click "Next" to continue.

Step 4 - Selecting the traits that will be assessed

In the next screen, you'll be able to select traits that will be assessed. Some traits will offer you the opportunity to choose what trait options to include. Click "Next" to continue.

Step 5 - Selecting "Individual" and "Common" traits

In the next screen, you'll be able to easily drag and drop the traits based on:

• Individual traits - Traits that will change with each animal.
  Common examples are weight and fat depth.
• Common traits - Traits that will be common across the entire assessed mob.
  Common examples are breed and stock category.

Once you are satisfied with splitting the traits, click "Next" to continue.

Step 6 - Arranging order of the traits

In the next screen, you may now arrange the order of the traits to suit your preference by following the simple steps below:

1. Select the "Two lines" next to the name of the trait. Then drag and drop to the desired position. This is highlighted in red box in sample screenshot below.
2. To add additional options within a trait, click the black "+ Add new" button within the trait box.
3. Click "Next" to continue.

The user may then review the selected traits and perform following actions:

1. Add additional traits by selecting the "+ Add new" button.
2. Process to the "New Trait" button at the bottom of the page.

Step 7 - Final review

In this screen, you'll be able to review the template ensuring that you've included all traits ready for your assessment. Select "Done" button to complete the creation of your template.

Congratulations!

You have created a template for your assessment. This template will now be available and can be applied to your assessment.

Editing Existing Template Procedure

An assessor may return to an existing template to modify. This includes adding or removing traits, adding selections or re-arranging order.

To do this simply click on the "Templates" icon at the bottom of the screen. In the "Templates" screen, locate the template to modify and select the relevant template. 

You may now edit the template.

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