Assessment capture

Step by step

1. Choose the reservation Front Desk Agent

   Front Desk Agent finds the member's booking and verifies the session and date match the assessment being recorded.

   • Resolves the member and session
   • Updates Bookings, Members, Sessions

2. Record the assessment Front Desk Agent

   Enter discipline, assessment date and participant count on a new belt assessment linked to that booking.

   • Captures discipline, date and participants
   • Updates Belt assessments, Bookings

3. Set the result Front Desk Agent

   Record Pass or Retry according to the studio's assessment decision. The result remains on the assessment record rather than replacing the booking status.

   • Records Pass or Retry
   • Updates Belt assessments

4. Review evidence Operations Reviewer

   Operations Reviewer reads the assessment with its linked booking and attendance context and identifies any record that needs correction.

   • Gives reviewer the context to identify corrections
   • Updates Belt assessments, Attendance, Bookings

5. Retain a later attempt Front Desk Agent

   If the member returns, create a new assessment for the later booking and preserve the earlier result.

   • Preserves separate attempts
   • Updates Belt assessments, Bookings

Front Desk Agent

And Property Manager can manage assessments.

Operations Reviewer

Inspects evidence for the decision.