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Back Office

Sign in to manage assessments, members, and training.

Evaluator Console

My Work

Assessments, reports, plans, and training work requiring your attention.

Needs attention0Actions you can take now
Today0Booked assessment or training work
In progress0Saved technical assessment drafts
Report work0Comments or PDF publication
Plan and training0Options, availability, or follow-up

Evaluator action

Priority Work

0 actions

Chronological

Today's Schedule

Assessment work

Assigned Assessments

Assessment work

Availability and Booked Testing

Assessment work

Continue Testing

Report work

Write and Finalize Reports

Returning member

Start a Follow-Up Assessment

Search a permitted member to review history and create a separate reassessment record.

Training plan work

Options, Decisions, and Payment Gates

Training work

Availability and Session Follow-Up

Recent activity

Recently Updated

Owner Console

Operations Overview

Review the operational work that needs attention across members, assessments, training, staff, and finance.

Needs attention0Work that needs an Owner decision or review.
Assessment requests0Requests waiting for assignment, fee, payment, or scheduling.
Reports and plans0Completed assessments waiting for the next step.
Upcoming sessions0Requested or confirmed assessment and training appointments.
Financial attention0Payment, dispute, or settlement records requiring review.

Act next

Priority Operations

Work requiring your attention before the rest of the operating day.

0 open items

Assessment pipeline

Where work is moving

Counts reflect current assessment requests and workflow records.

Operational queue

Waiting for assignment

Report and plan workflow

Next steps after testing

Schedule

Upcoming appointments

Recent activity

What changed recently

Shortcuts

Owner actions

Supervisor Console

Operations Overview

See the work that needs your attention across your members, assessments, teams, and training plans.

Needs Attention

Priority Actions

Review the work that is waiting on you, then continue through the appropriate workspace.

0 actions

Assessment Workflow

Where each request stands

Each stage shows who needs to act next.

Upcoming Work

Next scheduled activity

Confirmed assessment and training events in your current view.

Recent Activity

Latest operational records

Training Attention

Plan payment and scheduling

Teams & Batches

Group operations

Payments

Member payment snapshot

Operational payment records for your current members.

Commission

Your current statement

Read-only personal commission context.

Team Operations

Teams & Assessment Batches

Manage group membership and assessment cycles without losing sight of each athlete’s individual workflow.

Membership groups

Teams

Manage group membership and prepare athletes for assessment cycles.

0 teams

Team detail

Choose a team

0 active members

Roster

Active Members

Assessment cycles

Team Batches

Accounting workspace

Assessment Finance

Review confirmed assessment receipts, refunds, corrections, and the immutable history behind every current balance.

Assessment finance onlyNo commission impact

Accounting workspace

Training Finance

Review confirmed training receipts, commission settlement, corrections, payouts, and the immutable record behind each balance.

Training financeCommission and payout impact

Assessment Finance

Review accounting event

Review the live accounting effect before confirming.

Finance

Payment Records

Confirmed training-plan payments and commission history.

Training Scheduling

Plan payment and scheduling status

New training availability and bookings require full net payment. Legacy plans retain their recorded exemption.

Settlement Position

Commission by Supervisor

Available to Pay is based on reconciled commission only, less prior active payout allocations and any negative carry-forward.

Commission Statement

Current statement

This is a commission record, not a tax statement. It shows historical activity using the applicable financial date for each event.

Current Member Ownership

Record a payment

Payments are available only for accepted plans belonging to your current members.

Confirmed Transactions

Payment history

Audit History

Financial timeline

Confirmed payments, verification events, refunds, reversals, commission changes, and adjustments remain visible in chronological order.

Training operations

Training

Follow each owned member's plan acceptance, payment gate, scheduling readiness, and recorded training progress.

Owned training portfolio

Plans and next responsibility

Member payments

Payments

Review payment records for your current members and record an eligible training payment when the existing rules allow it.

Training payment

Record an eligible training payment

This creates a permanent payment record. Refunds, reversals, and corrections remain Owner-only.

Personal statement

Commission

Your read-only commission activity, current payout eligibility, and recorded external payout history.

Commission activity

Statement ledger

Entries retain the rate that applied when the original financial record was confirmed.

Payout history

Recorded external payouts

Payout records document external payments; this system does not transfer funds.

Owner Refund

Confirm a refund

Refunds are permanent financial records. Review the original payment before confirming.

Owner Refund Reversal

Reverse a refund

This creates the full opposite financial event and restores the exact linked commission clawback. It cannot be edited later.

Owner Verification

Update payment reconciliation

This records a new verification event. It does not change the payment, member balance, or commission ledger.

Owner Commission Adjustment

Add a commission adjustment

This affects commission history only. It never changes the member's payment balance, payment status, or refund status.

Owner Commission Payout

Record an external payout

This records an external payment already made by the Owner. It does not initiate a bank transfer, ACH payment, or any money movement.

Owner Adjustment Eligibility

Record payout eligibility

This is a permanent accounting decision. It does not edit the original adjustment or change a member payment.

Owner Commission Payout Reversal

Reverse an external payout record

Use this only when an external payout entry was made in error or was reversed outside the system. This does not refund a member payment.

Owner Finance Export

Export finance records

Exports use the actual financial date for each record type. Leave both dates blank to export all available history.

Member Operations

Members

Manage member identity, ownership, assessment progress, and account access.

0 need attention
Total Members0Current accessible member records
Awaiting Supervisor0Ownership action required
Assessment Active0Requests moving through assessment
Training Active0Accepted or scheduled plan activity

Directory

Member records

0 shown

Assessment Lifecycle

Assessment Operations

Review assessment requests and move each athlete through the next required operational step.

0 need attention

Operational Queue

All assessment requests

0 shown

Supervisor Portfolio

My Members

Manage the members in your portfolio and follow their assessment and training progress.

Owned Members0
Needs My Action0
Active Assessments0
Training Active0

Owned member directory

0 shown

Member Management

Members

Member Portal Access

Portal Login

Use the member email as the login account, then set a temporary password with at least 8 characters.

Directory

Member Directory

Ownership Resolution

Supervisor Assignment Required

Assign a Supervisor to new self-registered members and historical member records. Their existing records stay unchanged.

My Members

Create Member

New members are added to your portfolio using the existing member account process.

Member Portal Access

Login

The member will be required to change this temporary password at sign-in.

Member Login

Portal Access

Access Control

Staff Accounts

Review every staff account, see its assigned workspaces, and update access when responsibilities change.

Access Control

Staff & Access

Review staff identity, account access, Supervisor setup, and Evaluator permissions in one operational workspace.

Staff & Access

Staff Account

Evaluator Assessments

Assessments

Review assigned work, then complete the existing 14-step technical assessment workflow one section at a time.

Current assessment

Select an athlete

Initial Assessment

Member number
--
Collection date
--
Evaluator
--
Not started 0 of 14 sections complete Not saved yet Select an athlete to begin.
Overall progress0%

Section 1 of 14

Assessment Details

Select an athlete to begin.

Incomplete

Select an athlete, then record the assessment details.

Assessment reports

Reports

Write the complete assessment report, review it with the finished technical results, and publish the member PDF when it is ready.

Training plan work

Training Plans

Build Assessment-specific plan options from a published report, then follow the member decision and the existing payment gate.

Training delivery

Training

Manage active Training Cycles, publish available times, record attendance, and complete the coaching record after each session.

Longitudinal performance

Athlete Performance History

Review published Assessment episodes, linked Training Cycles, and authorized Session Report history without changing any source record.

Report to Training Workflow

Training Follow-Up

Find the exact assessment, publish the report, share personalized plans, then manage accepted-plan lessons.

Owner Configuration

Settings

Choose a focused configuration area. These controls use the current publishing, template, upload, and backup safeguards already built into Ascendrix.

Operational Data Import

CSV / Excel Tools

Import is separate from report downloads and finance exports. Upload a supported file, review the parsed rows, then create one selected assessment record at a time.

Existing behaviorSupported CSV, XLS, and XLSX files are validated and previewed before any assessment record is created. This screen does not provide a general report export.

Owner Controls

Website Content

Update the published homepage without changing the application layout, permissions, or member workflow. Save a draft first, then preview it before publishing.

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Current Website Content

What each editor section controls

Every input below is prefilled from the current homepage draft. Use these references to identify the matching public section before editing.

Brand

Public identity

Homepage hero

First impression

Button destinations stay locked to the approved member routes. Only their visible labels can be changed here.

Homepage copy

Existing content blocks

Update the current workflow, capability, role, and preview text without adding, moving, or removing sections.

Technology partners

Brand visibility

Turn each existing equipment logo on or off. The approved logo artwork and sizing remain protected.

Section visibility

Homepage sections

Hide or restore existing sections without deleting their content or changing application access.

Member experience

Member portal invitation

Live Component Preview

Homepage draft

Uses the real public page and its responsive styles. Editor changes appear here before publication.

Owner Configuration

Brand & Identity

Update the existing public brand identity and approved assets. Routes, permissions, and the locked design system remain unchanged.

Website Brand

Identity, colors, and shared content

These settings apply to the approved public pages. Routes and application permissions remain locked.

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Navigation labels

Website assets

Logo, icon, partner marks, and portal background

Shared page content

Registration and portal introduction

Assessment Report

PDF logo

Choose the built-in Ascendrix mark, the published website logo, or an uploaded report-specific logo.

Assessment Report

Cover Page

Used as the background of Page 1 of the Athlete Performance Assessment report.

Current assessment report cover background
Assessment Report Cover

Landscape or portrait image. Use a high-resolution professional sports-performance image; 2400px wide or larger is recommended. JPG, PNG, or WebP only.

Owner Controls

System Administration

Review live operational status and create a protected copy of the current data. Backups never change member records, reports, or appointments.

Checking

Safeguards

Operational controls

  • Staff roles, member records, reports, and schedule data stay separate from the technical assessment fields and scoring rules.
  • Only an Owner can change report branding or create and download a database backup.
  • Use the existing member and staff editors for account changes so role permissions and portal access remain connected.

Data protection

Database backups

Create a point-in-time backup before major operational changes, then download and store a copy outside this server.

Owner Reports

Reports

Review published assessment reports, open the real PDF, and use the existing operational tools without mixing reports with content or finance settings.

Archive

Find a published report

Search loaded report records by member, assessment type, evaluator, date, and report status.

Preview and download

Review a selected assessment

Load an existing assessment to preview its real PDF or generate a report using the current report workflow.

Operational files

CSV / Excel import

Assessment data upload remains a separate controlled import tool. Finance exports stay in Finance.

Recent output

Recently published

Owner Reports

Preview & Export

Load one real assessment at a time. PDF preview and download use the current report renderer; CSV / Excel import is managed separately in Settings.

Create a manual assessment first, or load an existing assessment from Recent Assessments.

Member Login

Portal Access List

Supervisor Portfolio

Assessment Operations

Move your authorized assessment requests through the next real step without leaving your member portfolio.

All assessment requests

0 shown

Assessment Operations

Assessment Request Queue

Set the assessment fee, record external payment, and assign an Evaluator only after payment is confirmed. Legacy intake records remain below.

Phase 3 requests

Paid assessment workflow

Legacy intake

Existing questionnaire appointments

Returning Member Workflow

Reassessment Queue

Search a member with a completed assessment, then assign the new evaluation without changing their existing history or primary evaluator.

Member Requests

Awaiting evaluator assignment

Request Status

Assigned reassessments

Assessments

Recent Assessments

Owner Reports

Report Archive

Search the report records currently loaded for this Owner session.

Bookings

Lesson Requests

Pre-Assessment Questionnaire

Member questionnaire

Submitted answers are read-only.
Reference image
Assessment reference