Configure Training Rating Positions

Type: How-To Module: Ratings (bonus) Audience: Operators Template: v0.5

At a glance

Training Rating positions define what your team rates (the position being learned) and how it is rated (the criteria and star rubric). Create, edit, duplicate, delete, or deactivate positions from Settings, Training Ratings, without needing to submit a support ticket. Each Training Rating position has a 1:1 linked Passport with the same name; the number of positions is store-configured and will vary by store.

Before you start

Configuring Training Rating positions requires Manager permissions or higher. Position changes apply store-wide the moment they save; time edits for shift transitions when possible to avoid changing the rubric under an active training session.

When you add a Training Rating Position, the system auto-creates a paired Passport with the same name. You configure the Passport items afterward in the Passports module. Do not try to create the Passport manually first; the auto-creation will fail or duplicate.

Steps

All actions happen from Settings, Training Ratings. Each position row has a kebab menu (three dots) on the right that exposes four options: Edit, Duplicate, Delete, and Deactivate. A separate Create New button sits at the upper left of the page.

Access the Training Ratings settings

1. Tap Settings in the left menu.
2. Tap Training Ratings in the Settings panel.

The Positions & Criteria list opens. Use the search bar at the top to find a specific position quickly.

Create a new position

1. On the Training Ratings page, tap Create New on the upper left.
2. Enter a Position Name (for example, "First Day FOH," "Front Counter," "iPOS").
3. Add one or more Criteria. A Criterion is a behavior being rated (for example, Accuracy, Hospitality, Understanding). The number of criteria per position is variable. a position can have one criterion or several.
4. Tap + Add Criteria for each additional behavior you want rated separately.
5. Tap Create.

The new position appears at the bottom of the Positions & Criteria list. A Passport with the same name is automatically created and becomes available on team member profiles immediately.

Edit a position

1. On the Training Ratings page, tap the kebab menu on the position you want to change.
2. Tap Edit.
3. In the Position tab, rename the position, add new criteria, or delete existing criteria using the trash icon next to each.
4. Tap the Criteria tab and choose a criterion from the dropdown to adjust its star rubric. The rubric structure is fixed: 5 tiers per criterion, with tier values of 1.0, 2.0, 3.0, 4.0, and 5.0 (integer values only. no half-stars or decimals). Each tier has a description that leaders see during rating. Use Use Default Settings to reset to the OneClick template, or type custom descriptions for each tier level.
5. Scroll down and tap Save before leaving the window. Tapping Cancel reverts all changes.

Duplicate a position

Duplicating creates a new position from the same template. It is faster than building a similar position from scratch.

1. Tap the kebab menu on the position you want to duplicate.
2. Tap Duplicate.

A new copy appears at the bottom of the Positions & Criteria list, ready for you to rename and adjust.

Deactivate a position

Prefer Deactivate over Delete when retiring a position. Deactivation preserves the position, its rubric, and the linked Passport. Reactivation is a single click and is non-destructive. Deletion is irreversible (the confirmation dialog explicitly states "This action cannot be undone").

1. Tap the kebab menu on the position you want to deactivate.
2. Tap Deactivate.
3. The confirmation dialog reads "Deactivate Position? This position will be deactivated, this can be activated again later." Tap Yes to confirm.

What changes after deactivation:

• The position stays in the Positions & Criteria list but appears at the bottom with subtle gray styling.
• The "Linked Training Passport" label on the position card is hidden (the underlying link to the Passport is preserved, just not displayed on the position).
• The position is excluded from rating prompts and from being assigned to team members until reactivated.
• The kebab menu on a deactivated position swaps the Deactivate action for an Activate action; the other three actions (Edit, Duplicate, Delete) remain.

To reactivate, open the kebab and tap Activate. The confirmation dialog reads "Reactivate Position? This position will be reactivated." Tap Yes. The position returns to its prior place in the list.

Delete a position

Deletion is irreversible. The confirmation dialog explicitly says "This action cannot be undone." If the position has a paired Passport in draft state (never published), deletion also removes that draft Passport. Use deactivation instead unless you are certain the position should be permanently gone.

1. Tap the kebab menu on the position you want to remove.
2. Tap Delete.
3. The confirmation dialog reads "Delete Position? Are you sure you want to delete this position? This action cannot be undone." Tap Yes to confirm.

What happens after a delete:

• The position is removed from the Positions & Criteria list immediately.
• A paired Passport that was never published is cleaned up along with the position. Published Passports are not auto-removed and remain in the Passports module under the same name (orphaned of their position).
• Historical ratings already logged against the position on team-member profiles remain visible in those profiles. New ratings against the position cannot be logged because the position no longer exists.

Why positions link to Training Passports

Training Rating positions and Training Passports are the two halves of the OneClick training feature. The Passport is the checklist a team member completes during training; the Rating is how leaders score performance on that position after training. They link 1:1. every Training Rating position has exactly one paired Passport. See Understand the Passport Lifecycle for the Passport side.

Common gotchas

Adding a position creates a Passport with the same name automatically. If you rename the position later, the Passport name does NOT update; rename it directly in the Passports module to keep them in sync.

Rating rubric edits apply to in-progress ratings. Changing a tier description mid-shift alters the meaning of ratings already given that day. Edit rubrics between shifts when possible. The rubric structure (5 integer tiers) cannot be changed; only the descriptions per tier are configurable.

Deactivation is not the same as deletion. Deactivation is a reversible toggle: the position stays in the list (at the bottom, gray-styled), the rubric and linked Passport are preserved, and a single Activate click brings it back. Deletion is irreversible: the position is gone immediately and any unpublished draft Passport that was paired to it is removed as well. Deactivate when revising or temporarily retiring a position; delete only when you are certain you will not need it again. When in doubt, deactivate.

Duplicate produces a copy at the bottom of the list, not in-place. If you are expecting the duplicate to appear next to the original, scroll to the end of the Positions & Criteria list.

The Customization Rubric used to be the only way to change this. Older customers may still think they need to submit a ticket. They can now self-serve from Settings, Training Ratings. OneClick Support is still happy to help new customers get set up initially.

Video

Video placeholder. An overview video exists from the legacy KB and can be re-embedded on publish.

Related articles

• Understand Rating Modes and Tiers (Reference)
• Answer a Rating Prompt (How-To Guides)
• Understand the Passport Lifecycle (Reference)
• Start a Passport for a Team Member (How-To Guides)

Still stuck?

Contact OneClick Support from the Chat menu, or email support@oneclickapp.com.