IN BRIEF
The SKILLS Page/Skills Activity Log allows staff members to review recent skill evaluations and communicate progress to families. From this page, staff can send emails that include selected evaluations and certificates for passed levels or events, or generate printable certificates without sending emails. 

• Overview
• Accessing the Feature
• Step-by-Step Instructions
  • Permissions Required
  • Page Indicators
  • Filters
  • Actions and Student Selection
    • Location Toggle (if applicable)
    • Selecting Students and Evaluations
  • Sending Emails
    • Email Template Behavior
  • Email Notes
  • Downloading Certificates
  • Customizing Your Certificates
• Troubleshooting & FAQs
• Related Articles

Overview

The Skills Activity Log provides a centralized view of recent student skill evaluations, including skill ratings, passed levels, and passed events. Staff members can use this page to:

• Review recent evaluations across students.
• Select specific evaluations to share with families.
• Send progress emails that include certificates for passed levels or events.
• Generate downloadable or printable certificates without sending emails.

Access to features within the Skills Activity Log depends on staff permission levels.

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Accessing the Feature

1. From the main navigation menu, go to the SKILLS Page.

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Step-by-Step Instructions

Permissions Required

To access and use the Skills Activity Log:

• Staff must have at least “View” permission enabled for Evaluations (Skill Tracking).
• Staff without this minimum permission will see a message indicating they do not have permission to view the page.
• Staff with “Full” permissions for Evaluations (Skill Tracking) can:
  • Edit evaluations.
  • Delete evaluations directly from the Skills Activity Log.

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Page Indicators

The indicators at the top of the page provide a summary of selected items and available actions.

• Number of Students and Families
  • Totals may differ depending on whether siblings are selected.
• Number of Evaluations
  • Includes new skill evaluations, passed levels, and passed events.
• Action Indicators
  • “Send Emails Now”
    • Sends an email to families for all selected evaluations.
    • Includes certificates for any selected passed levels or events.
  • “Clear Selected”
    • Removes selected evaluations from the queue.
    • Does not send emails or download certificates.
  • “Download Certificates”
    • Generates certificates for passed levels or events.
    • Disabled if no passed levels or events are selected.

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Filters

Filters allow staff to narrow results shown in the Skills Activity Log.

• Available filter options include:
  • All/Unsent/Sent
  • Location
  • Progression Date range
  • Day of the Week
  • Skill tree
  • Progression type
  • Instructor
  • Class or camp
  • Rating
  • Enrollment status
  • Last evaluation only checkbox
• If filters exclude all results, a “No results found!” message is displayed.
• Filters can be saved as presets for future use.

For a full explanation of each filter option, refer to Which Filters Are Available for the SKILLS Page?.

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Actions and Student Selection

Location Toggle (if applicable)

• Appears if more than one active Location is configured.
• Selecting a Location on the SKILLS page carries over when navigating to other pages.

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Selecting Students and Evaluations

• Select a student name to expand or collapse their evaluation details.
• Select or deselect individual evaluations (skills, events, or levels) to control:
  • What is included in emails.
  • What certificates are generated.
• Select a rating to open the evaluation for viewing or editing (permission-dependent).

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Sending Emails

1. Select one or more evaluations.
2. Select “Send Emails Now.”
3. In the confirmation window:
   • Choose whether to Send to All Email Addresses on File for the family.
     • If not selected, only the primary family email receives the message.
   • If multiple Locations are active, optionally select Send Emails/Certificates From the Selected Location.
     • Emails will send from the email address associated with that Location under SETTINGS > LOCATIONS.
     • Certificates will use that Location’s branding.
4. Select Yes to send emails, or No to cancel.

After confirming:

• A background task begins to send emails.
• An in-page notification confirms emails are sending.
• Select Great to dismiss the notification.
• Students included in the email move to the Sent status.

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Email Template Behavior

• If only evaluations with the Skill Progression type “Passed Levels” are selected:
  • You may choose a Custom Email Template.
  • Leaving the selection blank uses the default Skill Progression Email template.
• If any other evaluation types are selected (such as Passed Events or Skill Evaluations):
  • The Custom Email Template option is not available.

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Email Notes

• Email branding colors use the Secondary Branding Color set under 
  SETTINGS>CUSTOMER PORTAL>SETTINGS.
• Email content is auto-generated and cannot be edited.
• The default “Congrats” header image can be replaced under 
  SETTINGS>SETUP>GENERAL SETTINGS>SKILL TRACKING>“Replace Skill Evaluation Email Header.”

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Downloading Certificates

1. Select one or more passed levels or events.
2. Select “Download Certificates.”
3. If multiple Locations are active:
   • Choose Generate Certificates from the Selected Location.
   • Certificates will use that Location’s branding.
4. Select Yes to begin generation.

Certificate behavior:

• A background task generates the PDF.
• Once complete, open the background task to print or download the file.
• If one certificate is generated:
  • The file name includes the event or level name and the student name.
• If multiple certificates are generated:
  • A single PDF named “Completion Certificates” is created.
  • Each certificate appears on its own page.

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Customizing Your Certificates

Certificate appearance is controlled by Customer Portal branding settings.

• The default certificate colors use the branding color set under 
  SETTINGS>CUSTOMER PORTAL>SETTINGS.
• The logo displayed on certificates is set under 
  SETTINGS>CUSTOMER PORTAL>SETTINGS>LOGO.

For information about customizing the “Level Passed” certificate and email template, see How Do I Configure the “Certificate Designer” Settings?

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Troubleshooting & FAQs

• Why do some evaluations not appear in the Skills Activity Log?
  • If “Enable prompt to send congratulations email when passing level” is enabled under SETTINGS>SETUP GENERAL SETTINGS>SKILL TRACKING, evaluations that already had emails sent will not appear.
• Why is “Download Certificates” disabled?
  • This option is only available when at least one passed level or passed event is selected.
• Why can I not edit evaluations from this page?
  • Editing or deleting evaluations requires “Full” permission for Evaluations (Skill Tracking).

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Related Articles

• What is a Skill Tree?
• How Do I Configure My Skills Rating System?
• Which Filters Are Available for the SKILLS Page?
• How Do I Create Custom Communication Templates (Email/SMS/Push Notification)?
• How Can I Be Prompted to Automatically Send an Email When a Skill Level is Marked “Passed”?
• How Do I Configure the “Certificate Designer” Settings?

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