Evaluations
How do I complete an evaluation?
Last Updated: August 28, 2026When an evaluation is assigned to you, you can open it from BoardSite or from your personal invitation link, save progress, and submit a final response. Keep invitation links private: An evaluation link is specific to one recipient. Do not forward it or include it in a public document or support request. Open your evaluation…
How do I create and manage evaluation templates?
Last Updated: August 28, 2026Evaluation templates define a reusable purpose, cadence, respondent type, anonymity default, and question set. BoardSite provides system templates that every organization can use or clone, while organization templates can be tailored to local needs. Review available templates Open Evaluations → Dashboard. Select Manage Templates. Review Your Organization’s Templates and System Templates (Available to All Organizations)….
How do I create and schedule an evaluation?
Last Updated: August 28, 2026Users with evaluation-creation permission can start from a template, choose recipients, and configure anonymity, reminders, committee scope, and recurrence. Important notification warning: If the start date is today or earlier, BoardSite activates the evaluation and sends invitations when you create it. A future start date creates a draft that can be reviewed before activation. Create…
How do I review evaluation analytics and export results?
Last Updated: August 28, 2026Users with evaluation-results permission can monitor participation, compare evaluation performance, analyze question responses, and export results. Review organization analytics Open Evaluations → Analytics. Review total evaluations, active count, overall response rate, average completion time, and evaluations created this month. Use the response-rate trend and evaluations-by-type charts to identify changes over time. Review recent evaluation performance,…
How do I use Board Evaluations?
Last Updated: August 28, 2026Board Evaluations brings assigned evaluations, organization evaluation management, reusable templates, and analytics into one area. What you see depends on your effective evaluation permissions. Open the Evaluations dashboard Sign in to BoardSite and select the correct organization. Open Evaluations → Dashboard. Review the sections available to you: Active Evaluations shows evaluations currently available to you…