Evaluation templates can be created and then applied to multiple seasons within your organization. Once applied, the template can be further modified to meet specific seasonal needs. When form templates are applied from season to season, any changes made to the form will only impact the season in which the changes are made, and not the master template itself.

Follow the steps below to begin creating your player evaluation form template:

1. From the navigation, choose Settings, then select Forms & Docs > Web Forms. Next, click on the mini menu next to the Template dropdown and select ‘Add New Template’.

2. Enter a name for the template and select Evaluations from the Form Type dropdown menu. Click ‘Add' once complete.

3. Using the mini-menu, begin to build out the form by adding form items by dragging and dropping them onto the template. Evaluation-specific form items can be found by choosing the Free-form Text option. Once selected, use the Data Mapping dropdown menu to add items to the template.

In order to allow flexibility and customization, player evaluation forms can also be created per season. Follow the steps below to create a seasonal player evaluation form:
​

1. From the navigation, select Settings > Teams > Seasonal Forms. Select the program and season, and then click on the mini menu and select ‘Add Seasonal Form’.

2. Enter a name for the seasonal evaluation form. Next, choose who Can Submit the evaluation - Full Admins (selected by default), Directors, Players, Relatives, or Team Staff - and who Can View the evaluations - Full Admins (selected by default), Directors, Players, Relatives, or Team Staff. Once complete, click ‘Add’.

3. Using the mini menu, begin to build out the form by adding form items by dragging and dropping them onto the template. Evaluation-specific form items can be found by choosing the Free-form Text option. Once selected, use the Data Mapping dropdown menu to add items to the template.

Use the steps below to apply an existing evaluation form template, created in the Forms product, to a season:

1. From the navigation, select Settings > Teams > Seasonal Forms. Select the program and season, and then click on the mini menu and select ‘Add Seasonal Form’.

2. Enter a name for the seasonal evaluation form. Next, choose who Can Submit the evaluation - Full Admins, Directors, Players, and Relatives, or Team Staff, and who Can View the evaluations - Full Admins, Directors, Players, and Relatives, or Team Staff. Once complete, click ‘Add’.

3. To apply an existing template, click on ‘Add Section’, then select ‘Templated Sections & Items’ and use the dropdown menu to select your template. Click ‘Add’ once complete.

4. Once a template has been applied, it can be modified as needed to accommodate any seasonal needs.

Note: Any changes made to a seasonal form template will not affect the master template or any other seasons where the template is also being used.
​

Admin Note: Once submissions have been made against an evaluation form, the name and permissions may still be edited, but form type and role values will be locked.

Users who have been granted permission to submit evaluations will navigate to the Team’s Page or access the Mobile App and follow the steps below:

1. Once on the Team Page, scroll to the Rostered Players section. Click on the Form icon (paperclip) beside the player’s name. Select the form title from the dialog box, and the seasonal evaluation form will then display.

2. Fill out all information as needed and click Save once complete.

Coaches and team staff with Can Submit permissions can also complete and submit player evaluations directly from the OTTO Sport Mobile App, no desktop required.
​

To submit an evaluation on mobile:

The same Can Submit and Can View permissions that apply on desktop apply on mobile. See How Do I Submit a Player Evaluation from the Mobile App? for full details.
​
​

1. Navigate to a player’s profile and click on Player. Select the evaluation you wish to view using the Form dropdown.

2. Click on the Report button to view the evaluation. If a player has multiple evaluations that have been submitted, there will be a line item for each submission.

1. Navigate to the Team Page and click on Reports. Use the Report dropdown menu and select Evaluations.

2. Choose the evaluation you wish to view from the Form dropdown.

3. Evaluations are listed on screen. If a player has multiple submitted evaluations, there will be a line item for each submission. Click the Report button to view an evaluation. Full Admins can also modify evaluations by clicking the Edit icon or remove one by clicking the Delete icon.
​

​Card View and Table View

The Evaluations Report defaults to Card View, making it much easier to read long-form coach feedback and detailed comments without scrolling through an oversized table. Each evaluation displays as a card for quick scanning and navigation.

To switch to Table View, click the mini menu above the report and select Switch to Table View. To switch back, select Switch to Card View from the same mini menu.

Four export options are available from the mini menu above the Evaluations Report:

Note: All four export options apply to evaluations that match your current search, filters, and sort order across all report pages, not just what’s visible on screen.

Tip: Use the mini menu and select Configure Table Columns to customize the items that show on the report.