Define clinical skills that students need to practice and demonstrate, organized by ability level and mapped to curriculum objectives

Skills Templates

Skills templates define the clinical skills that students need to practice and demonstrate during their clinical rotations. These templates organize skills by ability level and can be mapped to curriculum objectives for accreditation tracking.

Overview

Skills templates are collections of clinical skills that students must complete during their clinical experiences. Each skill has a name, required ability level (performed, assisted, or observed), required count (how many times it must be completed), and optional curriculum objective mappings.

Creating Skills Templates

Basic Template Creation

Navigate to Templates page
Click "Create Skills Template" or "New Skills Template"
Enter a descriptive template name (e.g., "Medical-Surgical Rotation Skills")
Optionally select a curriculum template to enable curriculum mapping
Add skills individually or use import/AI generation features
Click the Save button (floating action button in bottom right)

Template Name

Required: Template name is required before adding skills
Auto-save: Template name auto-saves when you blur the field (in edit mode)
Best Practices: Use descriptive names that indicate the rotation type or student level

Curriculum Template Selection

Optional: Select a curriculum template to enable curriculum objective mapping
Purpose: Links skills to curriculum objectives for accreditation tracking
AI Features: Required for AI-powered curriculum mapping and template generation
Single Selection: Only one curriculum template can be selected per skills template

Adding Skills

Manual Skill Entry

Add Individual Skills:

In the "Add New Skill" section, enter:
- Skill Name: Descriptive name of the clinical skill (e.g., "Vital Signs Assessment")
- Required Level: Choose from:
  - Performed: Student must independently perform this skill
  - Assisted: Student assists with this skill under supervision
  - Observed: Student observes this skill being performed
- Count: Number of times the skill must be completed (default: 1)
- Curriculum Mapping: Optionally map to curriculum objectives (see Curriculum Mapping section)
Click the + button to add the skill
Skill is immediately saved to the database (in edit mode)

Skill Properties:

Name: Required, descriptive skill identifier
Ability Level: Determines how students interact with the skill
Required Count: Minimum number of times skill must be completed (1-5 recommended)
Auto-save: Skill properties auto-save when you blur the field or change dropdowns

Bulk Import Skills

CSV/Excel Import:

Click "Import" button in the Skills section
Select "Import skills (.xlsx, .xls, .csv)"
Choose your file (CSV, XLS, or XLSX format)
File must contain a "skill_name" column (required)
Optional columns:
- ability_level: "performed", "assisted", or "observed" (defaults to "performed")
- required_count: Number (defaults to 1)
Skills are automatically imported and saved

Import File Format:

Required Column: skill_name (or name)
Optional Columns: ability_level (or ability), required_count (or count)

Example CSV:

skill_name,ability_level,required_count
Vital Signs Assessment,performed,2
Patient History Taking,assisted,2
Physical Examination,observed,1

Download Template:

Click "Import" → "Download template (.xlsx)"
Template includes example rows and proper column headers
Use as a starting point for your import file

AI Template Generation

Generate Complete Template with AI:

Requirements:

Pro plan subscription
Educator AI enabled for your institution
Curriculum template selected

Process:

Select a curriculum template first
Enter a detailed description of your skills template:
- Student level (e.g., "second-semester ADN students")
- Rotation type (e.g., "6-week acute care medical-surgical rotation")
- Patient population (e.g., "adult patients with common medical conditions")
- Focus areas (e.g., "medication administration, basic wound care, patient assessment")
- Key skills or competencies
Click "Generate Skills Template"
AI generates 15-25 skills with:
- Appropriate skill names
- Ability levels based on student level
- Required counts (1-5)
- Curriculum objective mappings
Review generated skills in the dialog
Select/deselect skills to include
Click "Add X Selected Skills" to add to your template

AI Generation Tips:

Be specific about student level and rotation type
Include patient population and focus areas
Mention key competencies or skill categories
AI will create a balanced mix of assessment, technical, medication, and communication skills

Editing Skills

Modifying Skill Properties

Edit Skill Name:

Click in the skill name field
Make changes
Changes auto-save when you blur the field (in edit mode)

Change Ability Level:

Use the dropdown to select new level
Changes save immediately (in edit mode)

Update Required Count:

Edit the number field
Must be 1 or greater
Auto-corrects to 1 if invalid on blur
Changes auto-save when you blur the field (in edit mode)

Curriculum Mapping

Manual Mapping:

Click "Map to objectives..." button for a skill
Search objectives by name or ID
Select/deselect objectives using checkboxes
Use "Select All" to select all filtered objectives
Use "Clear All" to remove all mappings
Mappings save automatically in the background

AI-Powered Mapping:

Individual Skill Mapping:

Click the sparkles icon (✨) next to a skill
AI analyzes the skill name and ability level
Maps to 3-5 most relevant curriculum objectives
Mappings save automatically

Batch Mapping (Map All):

Click "AI Map All" button
AI maps all unmapped skills in one batch
Processes all skills simultaneously
Shows progress and completion status
Mappings save automatically

AI Mapping Requirements:

Pro plan subscription
Educator AI enabled
Curriculum template selected
Skills without existing mappings are prioritized

Mapping Best Practices:

Review AI suggestions and adjust as needed
Focus on direct skill-to-objective alignment
Consider both competency and subcompetency levels
Map 2-4 objectives per skill for good coverage

Deleting Skills

Individual Deletion:

Click the trash icon (🗑️) next to a skill
Confirm deletion in the dialog
Skill is immediately deleted from database (in edit mode)
Historical data associated with the skill is permanently removed

Bulk Deletion:

Select multiple skills using checkboxes
Click "Delete Selected" button
Confirm deletion in the dialog
All selected skills are deleted immediately

Deletion Warning:

Deleting skills is irreversible
Historical student progress data is permanently removed
Cannot be recovered after deletion

Auto-Save Features

Automatic Saving

Template Name:

Auto-saves when you blur the name field (in edit mode)
1-second debounce delay
No manual save required

Skill Properties:

Name, ability level, and count auto-save on blur or change
1-second debounce delay
Saves immediately for dropdown changes
Background save doesn't interrupt your work

Curriculum Mappings:

Save automatically when you change selections
Background save process
Success notification appears when complete

Manual Save

When to Use Manual Save:

After making bulk changes
When adding new skills (in create mode)
To ensure all changes are persisted
Before navigating away

Save Button:

Floating action button in bottom right corner
Shows spinner while saving
Navigates back to templates list when complete

Bulk Operations

Multi-Selection

Selecting Skills:

Use checkboxes to select individual skills
Click "Select all" to select all visible skills
Selection persists during editing

Bulk Actions:

Delete Selected: Remove multiple skills at once
Selection count shown in action buttons

Import/Export

Import:

CSV, XLS, or XLSX file formats
Bulk add skills from spreadsheet
Automatically creates template if in create mode

Export:

Download template file for reference
Use as starting point for imports
Includes example data and column headers

Curriculum Objective Mapping

Understanding Mappings

Purpose:

Links skills to curriculum objectives
Enables accreditation tracking
Demonstrates curriculum coverage
Supports program outcome reporting

Mapping Structure:

Each skill can map to multiple objectives
Objectives come from selected curriculum template
Mappings show competency and subcompetency IDs
Searchable by name or ID

Mapping Interface

Search and Filter:

Search by objective name or ID
Real-time filtering as you type
Shows matching objectives only

Selection Controls:

Select All: Select all filtered objectives
Clear All: Remove all mappings for skill
Checkboxes for individual selection
Selected count displayed

Objective Display:

Shows competency ID and name
Shows subcompetency ID and name (if applicable)
Selected objectives highlighted
Sorted with selected items first

AI Mapping Details

How AI Mapping Works:

AI analyzes skill name and ability level
Compares against available curriculum objectives
Identifies 3-5 most relevant matches
Returns objective IDs
System matches IDs to objectives
Mappings saved automatically

AI Mapping Quality:

Prioritizes direct skill-to-objective alignment
Considers skill complexity and ability level
Balances coverage across competencies
Limits to 5 objectives per skill for focus

Fallback Behavior:

If AI doesn't return valid IDs, uses semantic matching
Semantic matching finds objectives with similar keywords
More conservative than AI matching
Limited to top 3 semantic matches

Best Practices

Template Design

Clear Naming: Use descriptive template names that indicate purpose
Appropriate Scope: Include 15-30 skills per template for manageability
Ability Level Distribution: Balance performed, assisted, and observed skills
Realistic Counts: Set required counts based on skill complexity (1-5 typically)
Curriculum Alignment: Map skills to relevant objectives for accreditation

Skill Creation

Specific Names: Use precise skill names (e.g., "Medication Administration - Oral" not "Medications")
Logical Grouping: Group related skills in templates
Progressive Difficulty: Order skills from basic to advanced
Comprehensive Coverage: Include assessment, technical, communication, and documentation skills