How do I use Board Evaluations?

Board 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 #

1. Sign in to BoardSite and select the correct organization.
2. Open Evaluations → Dashboard.
3. Review the sections available to you:
   • Active Evaluations shows evaluations currently available to you and your response status.
   • My Completed Evaluations appears when you have submitted responses.
   • All Organization Evaluations (Closed) is a management view shown only with results permission.
   • Quick Start Templates offers common starting points for users who can create evaluations.

Actions for respondents #

• Start Evaluation opens a pending assignment.
• Continue returns to a saved draft and shows its completion percentage.
• Submitted confirms that the response is final.
• View Results appears only when your role can see that evaluation’s results.

Actions for evaluation managers #

• Create Evaluation defines an evaluation and its recipients.
• Manage Templates opens reusable templates and the question bank.
• Analytics summarizes organization-wide response and completion data.
• Manage or Details opens invitation progress and lifecycle actions.

Permission note: BoardSite uses separate capabilities for creating evaluations, managing templates, managing evaluations, and viewing results. A role name by itself may not predict which actions appear.

Related articles #

• How do I complete an evaluation?
• How do I create and schedule an evaluation?
• How do I create and manage evaluation templates?
• How do I review evaluation analytics and export results?