The Board evaluation module can be found in the top menu.
Please reach out to your account manager to add the Board evaluation module to your portal.
Create a new survey
To create a new survey, simply click the top right button Add a new survey or create a new survey by selecting Add a new survey at the Board evaluation home page. You can find your previous surveys here.
Select the name of the survey and the due date for the survey. You can edit these later if needed.
Edit your survey
In the Introduction area, you can easily edit the survey title, description, and due date by hovering over and clicking on the text section. Any changes will be autosaved. Select Preview if you would like to see the survey in the same format as the recipients will see.
Add your own questions to the survey
To add your own questions to the survey, select + Add new section. The evaluation survey will then consist of both the existing survey and your own custom quotes. Note that the custom section will be presented separately in the report and will not be included in the summary with the other sections or in the year-over-year summary.
Start by adding a section title. You can then add your questions. Select between scale questions and open questions. You can add up to 10 scale questions and up to 3 open questions. For both question types, you can select if you want each question to be required.
You can continue to edit and change your custom questions any time before sending out the survey.