Sessions

A skill check session is the usual way to run assessments — for example, everything assessed on one training day. From there, a session moves through five steps.

Key terms

Assessee: — The person being assessed in a skill check.
Assessor: — The person carrying out a skill check on an assessee.
Skill check: — A record that a person was assessed on a skill, with an outcome and a date.
Skill check session: — A group of skill checks done together, e.g. on one training day.

1. Create the session

Start from the Sessions list with New Session, giving it a name, a date, and optional notes. Name and date are both optional — leave the name blank and it takes the next sequential number shown in the placeholder; leave the date and it defaults to today.

The New Session dialog: a name field whose placeholder offers the next session number, a date defaulting to today, and a notes field — Leave the name blank to take the suggested session number, and the date to take today.

Getting around a session

Creating a session drops you straight onto its own page, and every step that follows starts from there. To come back to it later, open Sessions in the Skill Track nav and pick it out of the list.

The session page for August 2026 Training Night: session details on the left, a Contents card linking to Personnel, Skills and Skill checks on the right, and Record and Review buttons in the header — The session page. Everything else in this guide is one click from here.

There are two places to go from:

The Contents card lists Personnel, Skills and Skill checks with their current counts. Clicking a row opens that page — the first two are steps 2 and 3 below, and Skill checks is the read-only log described at the end of step 4.
The page header carries Record, a menu holding the two recording views, and Review, which is step 5.

The session header's Record menu opened, offering By Person and By Skill, with the Contents card behind it linking to Personnel, Skills and Skill checks — Record opens the two recording views; the Contents card behind it reaches the session's other pages.

2. Choose skills

Open Skills from the Contents card, then tick which catalogue skills apply to this session, grouped by package and skill group. Choices save automatically as you tick.

The session Skills page: catalogue skills grouped by package and skill group, each with a checkbox, showing the Flood Response package fully selected at 15 of 15 — Skills to be assessed in this session, grouped by package and skill group.

3. Choose personnel

Open Personnel from the Contents card, then tick who is being assessed in this session, grouped by team. This also saves automatically.

The session Personnel page: the Erehwon Response Team roster, each person with a checkbox marking who is being assessed, showing 20 of 32 selected — Who is being assessed, one section per team — the count in the team header tracks your ticks.

4. Record results

This is the actual assessing, done from either By Person or By Skill — the two entries in the header's Record menu. They are two views over the same recording control, both laid out as a picker on the left and a scrollable list of assessment rows on the right:

By Person — pick an assessee on the left; every skill assigned to them lists on the right.
By Skill — pick a skill on the left; every person assigned to it lists on the right.

Assess by Person on a laptop: a list of the session's assessees on the left with Douglas Renshaw selected, and his assigned skills on the right, each row carrying a fail button, a pass button, a note button and a menu — By Person — an assessee picked on the left, their assigned skills to record on the right.

Assess by Skill on a laptop: the session's skills on the left grouped by package and skill group with Effective sand bagging selected, and every person assigned to it on the right — By Skill — the same screen with the axes swapped: a skill on the left, everyone assigned to it on the right.

For each row, record a result with the two quick buttons — one cycles through the fail tiers, the other through the pass tiers (e.g. Weak Pass → Pass → Strong Pass) — or open the ⋮ menu for the full list of enabled results (see Skill Track for what each one means). You can add a free-text note per result too. Changes autosave a couple of seconds after you stop clicking or typing. Try it below — this is the same row you'll see in the app:

Interactive example

CPR

Chest compressions, rescue breaths, and AED use on an adult manikin.

A menu in the page header (the small icon next to the picker) controls how the skill list is organised:

Skill order — By Package/Group (the default) nests skills under their package and skill group, in catalogue order, with anything no longer part of an assessable group collected under "Other." Alphabetical lists skills by name instead.
Show Skill Description — when on, each skill's description appears inline alongside its name while you're recording; off shows just the name.

Both views work on a phone. The layout changes but nothing is dropped: the left-hand picker collapses into a dropdown above the results, and the rows below it behave exactly as they do on a laptop.

Assess by Person on a phone: the assessee list has collapsed into a Person dropdown above the results, with Douglas Renshaw's skills listed below it — By Person on a phone — the assessee list becomes a Person dropdown.

Assess by Skill on a phone: the skill list has collapsed into a Skill dropdown above the results, with everyone assigned to Effective sand bagging listed below it — By Skill on a phone — the skill list becomes a Skill dropdown.

Recording requires a linked personal record, and you must be one of the session's assigned assessors. Without both, you'll see a warning banner instead of the recording controls.

Skill checks in the Contents card opens a read-only log of everything recorded so far in the session, filterable by result and status — useful for a quick sanity check before moving to review.

5. Review and approve

Review, in the session header, lists every recorded check grouped by assessee, with a checkbox on each one. Unchecking a check excludes it from the session's official results. Clicking Approve sets the session's status and stamps each check as included or excluded to match your selection.

Approving isn't a lock. You can come back to Review, change which checks are included, and approve again at any time — nothing prevents further edits after the first approval.

Session status

A session's status appears in the sessions list as one of three raw values — Draft, Include, or Exclude — while the per-check table on a session's Checks page shows the friendlier Draft, Approved, and Excluded. They're the same three states:

Status	Meaning
Draft	Still being worked on; not yet approved.
Include	Approved — its results count in reports.
Exclude	Explicitly excluded; its results don't count.