Evaluations provide advanced tools for gathering feedback, conducting board assessments, distributing D&O questionnaires, collecting survey responses, and supporting other governance initiatives.
Administrators can configure anonymous responses, conditional questions, audience-specific questions, and restricted access to results.
What are Evaluations?
Evaluations allow Administrators to collect feedback from participants in a secure and configurable manner.
Unlike Surveys and Voting, Evaluations provide advanced configuration options, including:
Anonymous responses
Conditional follow-up questions
Question restrictions
Targeted questions
Multiple answer types
Attached documentation
Restricted access to results
Evaluation templates
Evaluation copying
Evaluations can be used for:
Board assessments
Committee evaluations
D&O questionnaires
Governance reviews
Feedback collection initiatives
How do I create an evaluation?
Administrators can create an evaluation to collect structured feedback from board members and other participants.
To create an evaluation:
Navigate to the Evaluations section.
Select New Evaluation.
Enter a Title.
Optionally enter a Description.
Select a Closing Date.
Select the recipients who should receive the evaluation.
Optionally enable:
Make Results Anonymous
Restrict Results From Admin Users
Click Create Evaluation.
The evaluation outline is created and is ready for questions to be added.
Note: Creating the evaluation outline does not make the evaluation available to recipients. The evaluation must be published before participants can respond.
How do I create an evaluation template?
Evaluation templates allow Administrators to create reusable evaluation structures for future use.
To create an evaluation template:
Navigate to the Evaluations section.
Select New Evaluation Template.
Complete the evaluation details.
Add questions and configuration settings.
Save the template.
Templates can be reused when creating future evaluations and help reduce the time required to build recurring evaluations.
How do I add questions to an evaluation?
After creating the evaluation outline, you can add one or more evaluation questions.
To add a question:
Open the evaluation.
Select New Question.
Enter the question text.
Optionally enter a question description.
Select an Answer Type.
Choose whether the question requires a response.
Configure any additional question settings.
Click Save.
Continue adding questions until the evaluation is complete.
Tip: Use Add Another Question to continue building the evaluation without leaving the question configuration screen.
What answer types are available?
Evaluations support several answer types that allow Administrators to collect different kinds of feedback.
Available answer types include:
Single Line Text
Used for short answers and brief comments.
Multiple Lines of Text
Allows respondents to enter longer responses of up to five lines of text.
Choice (Menu to Choose From)
Allows respondents to select from a list of predefined options.
Administrators define the available choices by entering the response options that participants can select.
Choice (Opinion)
Allows respondents to select from a predefined opinion scale.
Commonly used for rating and sentiment questions, such as:
Strongly Agree
Agree
Neutral
Disagree
Strongly Disagree
Number
Allows respondents to enter a numeric value.
Administrators define the acceptable number range, such as 1 to 100.
Date
Allows respondents to select a date using a calendar control.
Yes / No (Radio Button)
Allows respondents to select either Yes or No.
Different answer types can be used throughout the same evaluation depending on the information being collected.
Tip: Answer types can be combined with other evaluation features, including required responses, follow-up questions, question restrictions, and supporting documents.
How do I make a question required?
Questions can be configured to require a response before a participant can complete the evaluation.
To make a question required:
Open the question.
Enable Require Response.
Save the question.
Participants must answer required questions before completing the evaluation.
How do I restrict a question to specific users, committees, or appointment types?
Questions can be directed to specific audiences within an evaluation.
To restrict a question:
Open the question.
Select one or more restriction options:
Specific Appointment
Specific Committee
Specific Users
Select the desired recipients.
Save the question.
Only selected recipients will be able to view and respond to the specific question.
This allows Administrators to include targeted questions within a larger evaluation.
How do I create a follow-up question?
Follow-up questions allow additional questions to appear only when specific responses are provided.
To create a follow-up question:
Create or edit a question.
Enable the Follow Up Question option.
Select the parent question that will trigger the follow-up question
Select the answer or answers that should trigger the follow-up question.
Save the question.
Follow-up questions are supported for:
Choice questions
Opinion spectrum questions
Yes / No questions
Number questions
Note: A follow-up question can also be restricted to specific appointment types, committees, or users.
How do I attach documents to an evaluation?
Documents can be attached to an entire evaluation for all participants to review.
To attach a document to an evaluation:
Open the evaluation.
Select Add Document.
Choose the document to attach.
Save the evaluation.
Documents attached at the evaluation level are available to all recipients of the evaluation.
How do I attach a document to a specific question?
Documents can also be attached to individual questions.
To attach a document to a question:
Open the question.
Select Add Document.
Choose the document to attach.
Save the question.
Only participants who can view the question will be able to access the attached document.
How do I reorder questions?
Questions can be reordered before an evaluation is published.
To reorder questions:
Open the evaluation.
Select Re-Order Questions.
Drag and drop the questions into the desired order.
Click Save.
The updated question order is applied immediately.
How do I publish an evaluation?
Once the evaluation has been configured, it can be published.
To publish an evaluation:
Open the evaluation.
Review all questions and settings.
Select Publish.
Confirm the publication.
After publication, the evaluation becomes available to recipients and appears as a task the next time they sign in to BoardWorks.
Can I edit an evaluation after it has been published?
No.
Once an evaluation has been published:
Questions cannot be modified
Question order cannot be changed
Attached documents cannot be changed
Only evaluation settings remain editable.
If evaluation content must be changed, a new evaluation must be created or an existing evaluation can be copied and modified before publishing.
Important: Even if an evaluation is later unpublished, the evaluation content cannot be changed once it has been published.
Can I copy an evaluation?
Yes.
Evaluations can be copied and reused.
Copying an evaluation allows Administrators to:
Reuse questions
Modify content
Create recurring evaluations
Reduce administrative effort
The copied evaluation can be edited prior to publication.
How do I make an evaluation anonymous?
Anonymous evaluations allow feedback to be collected without revealing respondent identities.
To create an anonymous evaluation:
Create a new evaluation or edit an unpublished evaluation.
Enable Make Results Anonymous.
Save the evaluation.
When anonymous mode is enabled:
Respondent identities are hidden in exports.
The Answered By field displays Anonymous User.
Respondent names are not included in exported results.
How do anonymous evaluations work?
Anonymous evaluations are designed to help protect respondent confidentiality.
When anonymous mode is enabled:
Full results are not available until all recipients have responded or the closing date has passed, whichever occurs first.
Exported responses do not include participant names.
Respondent identities remain hidden in exports.
Anonymous evaluations are commonly used for board assessments, governance reviews, and other confidential feedback initiatives.
How do I restrict evaluation results from Administrators?
Administrators can restrict access to evaluation results for specific Administrators.
To restrict results:
Create a new evaluation or edit an unpublished evaluation.
Enable Restrict Results From Admin Users.
Select the Administrators who should be restricted.
Save the evaluation.
Administrators selected in this section will not be able to view the evaluation results.
Administrators who are not selected will continue to have access to the results.
Note: This setting affects access to evaluation results only and does not impact the ability to create, publish, or manage evaluations.
How do I view evaluation responses?
Administrators can review participation and response status for an evaluation.
To view responses:
Navigate to the Evaluations section.
Locate the evaluation.
Select View Responses.
The results screen displays:
Recipient names
Response status
Date and time responses were submitted
This information helps track participation and evaluation completion rates.
How do I send a reminder to participants?
Administrators can send reminder emails to participants who have not completed an evaluation.
To send a reminder:
Open the evaluation results screen.
Select Send Reminder.
BoardWorks sends a reminder email to recipients who have not yet completed the evaluation.
How do I view evaluation results?
Evaluation results can be reviewed graphically from the Evaluation Results screen.
To view graphical results:
Open the evaluation results.
Select Summary.
Results can be displayed using:
Bar charts
Pie charts
Summary statistics
The Summary view provides a visual overview of participant responses.
How do I view individual responses?
Administrators can review responses submitted for a specific question.
To view individual responses:
Open the evaluation results.
Navigate to the desired question.
Select Total Responses.
BoardWorks displays the responses submitted for that specific question.
How do I switch between Bar Chart and Pie Chart views?
The Evaluation Summary screen supports multiple graphical views.
To change chart views:
Open the evaluation results.
Navigate to the Summary view.
Select Bar Chart or Pie Chart.
The selected chart type is displayed for the evaluation results.
Tip: In Pie Chart view, individual data series can be hidden by selecting items in the chart legend.
How do I export evaluation results?
Evaluation results can be exported for reporting and further analysis.
To export results:
Open the evaluation results.
Select Export Responses.
Choose the desired export format.
Available export formats include:
PDF
CSV
Exported results reflect the evaluation configuration, including anonymity settings.
Note: PDF exports include only the information currently displayed on the screen. The exported content varies depending on whether the Tracking, Summary Bar Chart, or Summary Pie Chart view is selected at the time of export.
What should I know about Evaluations?
Evaluations can be anonymous.
Evaluations support multiple answer types.
Questions can be restricted to specific users, committees, or appointment types.
Follow-up questions are supported.
Documents can be attached to evaluations and individual questions.
Evaluations can be copied and reused.
Evaluation templates can be created.
Evaluation content cannot be modified after publication.
Results can be exported to PDF and CSV formats.
Evaluation results can be restricted from selected Administrators.
Reminder emails can be sent to participants who have not completed an evaluation.
Frequently Asked Questions
What are Evaluations used for?
Evaluations are used to collect structured feedback, conduct board assessments, distribute D&O questionnaires, and support governance initiatives.
Can an evaluation be anonymous?
Yes. Administrators can enable anonymous mode when creating an evaluation.
Can I copy an evaluation?
Yes. Evaluations can be copied and modified for future use.
Can I create evaluation templates?
Yes. Evaluation templates can be created and reused to simplify recurring evaluations.
Can I restrict questions to specific users or committees?
Yes. Questions can be directed to specific users, committees, or appointment types.
Can I create follow-up questions?
Yes. Follow-up questions can be triggered by responses to previous questions.
Can I edit an evaluation after it has been published?
No. Once published, evaluation content cannot be modified.
Can I attach documents to an evaluation?
Yes. Documents can be attached to an entire evaluation or to individual questions.
Can I restrict access to evaluation results?
Yes. Specific Administrators can be restricted from viewing evaluation results.
Can I export evaluation results?
Yes. Results can be exported in PDF and CSV formats.
Can I see who has responded to an evaluation?
Yes. The Evaluation Results screen displays participant response status and submission dates.
Can I send reminders to participants?
Yes. Reminder emails can be sent to participants who have not yet completed the evaluation.