How to add criteria to evaluation form templates

How to add criteria to evaluation form templates

Open the evaluation form via the Evaluation Forms page.



Criteria can be added at the form section, and the page level. Click “Add Evaluation Criterion”, and name the criteria.



Fill in the new criterion details:
  1. Select the criterion type.
  2. Fill in whatever options the criterion type requires.
  3. Select whether a response is required (or optional) as well as whether the evaluator should provide a written justification for their selection.




You can always go back and edit the criteria, or remove it.




    • Related Articles

    • How to create Evaluation form templates

      There are two types of evaluation forms you may create. An evaluation form based on a respondent form A stand alone evaluation form Creating evaluation forms based on respondent forms To create evaluation forms based on your response forms: Navigate ...
    • How to create Response form templates

      To add a new response form template, navigate to the forms page from the configuration tab. Add a new form template and give it a title. Then, click “Create Form” Once the form template is created, add the fields you would like respondents to fill ...
    • How to create evaluation forms in Evaluation Builder

      Once you have added one or more Response forms, you can add Evaluation forms. Any Response form you’ve added to the project will automatically be available to use as a template for an Evaluation form in the Evaluation Builder substage. If the ...
    • How to edit evaluation settings

      Navigate to Evaluation Settings in the Evaluation substage. Name the Evaluation. If you are only having one round, the default name may suffice. However, if you are having more than one round, it’s recommended to differentiate the titles, such as ...
    • How to add collaborators to project stages

      There are two stage permissions to consider when adding team members to a Project’s stage: View-only Contributors have the ability to view the entire stage they are added to, but cannot edit or make any changes. Admin Contributors have full ...