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Building an Evaluation

Our specialists are happy to build your evaluations for you as most institutions only need one evaluation in total; however, if you'd like to build an evaluation on your own, follow these steps.

  1. Select Evaluations on the homepage.

  2. Select Create Evaluation.

  3. Give your evaluation a name that you will recognize for your specific set of questions.

  4. Select Create.

    There are two sets of questions: Core Questions and Custom Questions. Core Questions are questions that all courses will get. Custom questions are specific to an institutional organizational unit and/or course section attribute applied to the course.

  5. To add Core Questions, select Include Questions.

  6. Select Edit Core Questions.

Create questions in Evaluate Builder

Evaluate Builder provides flexible options when creating an evaluation. First, determine whether you want to add a Question or a Question Group. Then you will configure the question and response options.

Add a question

Questions are single questions that each have their own response group.

  1. Select the blue plus sign.

  2. Select Question.

    The blue plus sign menu expanded, showing Question, Question Group, and Question Catalog.

  3. A panel of options appears. Select a question type from those options.

    The Evaluate builder page, with the Add Question panel open on the right. The options for a single question are listed. They are Choice: Single Select, Dropdown, and Multiple Select; Text: Textbox; and Other: Instructions.

    • Single Select — Allows users to choose one option from a list.

    • Dropdown — Allows users to select one option from a dropdown menu.

    • Multiple Select — Allows users to select more than one option from a list.

    • Text Box — Allows users to enter a free-text response.

    • Instructions — Displays instructional text with a header (no response required).

    After you make a selection, the configuration options will appear on the main page.

Add a question group

A question group is a set of questions with shared response options.

  1. Select the blue plus sign.

  2. Select Question Group.

  3. A panel of options appears. Select a question type.

    After you make a selection, the configuration options will appear on the main page. You will be able to add multiple questions, which will appear alongside the Shared Response Options section.

Configure questions

Add and format question text

Enter your Question Text. You can type it into the editor directly or paste in content. Formatting options include:

  • Bold, italics, and underline

  • Bullet points and numbered lists

  • Add or remove hyperlinks

  • Clear formatting

    The question text box, with the text "Out of the 4 Seasons, which season is your favorite?" entered. There are formatting option buttons at the bottom left of the box.

Assign an Instructor Role

Select the Instructor Role Repeat button to assign an instructor role to a question, allowing it to be repeated for each selected role.

The question text box, with the text "Out of the 4 Seasons, which season is your favorite?" entered. There are formatting option buttons at the bottom left of the box. Above the box, on the right, are the Instructor Role Repeat button (highlighted), the Duplicate Question button, and the Delete Question button.

This is useful when the same question needs to be answered separately for different types of instructors. More than one role can be selected at the same time.

The Repeat Per Instructor Role window, listing the roles Primary, Secondary, Teaching Assistant, Lab, and Preceptor.

Duplicate a question

To duplicate a question, select the Duplicate Question button above the question text box.

Delete a question

To delete a question, select the Delete Question button above the question text box.

Reorder questions

You can organize questions into the order you prefer.

  1. Select the Reorder button in the upper right.

    The Evaluate builder page, showing two questions and the Reorder button highlighted with a box in the top right corner.

  2. Arrange the questions using drag and drop.

  3. Select the Done button in the upper right.

Response options

Response options vary depending on the question or question group type. Note that there is a minimum of two response options required.

To add a response option, select Add Option and enter the response text. All the formatting options that are available for question text are also supported for the response options.

For question groups, responses will be in a set of Shared Response Options that are shared across all questions in the group. All standard configuration settings and features available for response options will also be supported for shared response options.

From the box where you enter the option, you can:

The Add Option box for Option 1, showing the options to Exclude Option, Move option, Delete option, and Close editor. Spring is entered in the text box and formatting options are shown in the bottom left of the text box.

  • Exclude Option — Excludes the option from the question.

  • Move option — Moves the option up or down in the list.

  • Delete option — Deletes the option from the builder.

  • Close editor — Closes the option editor.

Option Settings

Option Settings are different based on the type of question. They may include:

Option 3, with Gray entered in the text box and formatting options in the bottom left of the text box. Below the text box are Settings, listing Include textbox, Pre-Select, and Exclusive.

  • Include textbox — Includes a free-response text box for respondents.

  • Pre-Select — Makes this option the default selected option.

  • Exclusive — Prevents other answers from being selected in multiple-select questions.

Response settings

Additional configuration options for responses include:

Response Settings, showing Include Opt-Out, Shuffle Options, and Set-Answer Limits, which is selected, with a Min of 2 and a Max of All.

  • Include Opt-Out — Allows respondents to skip the question.

  • Shuffle Options — Randomizes the order of response options for each respondent.

  • Set Answer Limits — Sets the maximum number of options a respondent can select. Available for Multiple Select questions only.

Report settings

You can define how response values appear in reports:

  • None

  • Scale value (Only available in Single and Dropdown questions)

    • Ascending

    • Descending

    • Custom

      • Select Custom in the dropdown menu in the report settings.

      • You must then define a custom scale value for each response option. Select each option and enter a custom scale value in the Scale Value field for that option.

        Option 2, with Option 2 entered in the text box and formatting options in the bottom left of the text box. Below the text box are Settings, listing Include textbox, Pre-Select. Next to Settings is the Scale Value field, which is highlighted with a box.

  • Alternate Code

    • If you select Alternate Code, you must then define an alternate code for each response option. Select each option and enter an alternate code value in the Alternate Code field for that option.

      Option 2, with Option 2 entered in the text box and formatting options in the bottom left of the text box. Below the text box are Settings, listing Include textbox, Pre-Select. Next to Settings is the Alternate Code field, which is highlighted with a box.

When you switch the reporting setting, any codes (Scale Value or Alternate Code) associated with the current report settings are cleared. A notification appears asking you to confirm that you want to clear the codes.

Question settings

Additional question settings can be applied to each question:

evaluate-administrator-builder-question-settings.png

  • Required — Respondents must answer this question before completing the evaluation.

  • Exclude Question — Removes the question from the evaluation.

Create pages in Evaluate Builder

You can organize your evaluations by segmenting questions into different pages. You can group questions by instructor role, topic, or any other logical structure that fits your institution's needs.

Access pages

The pages panel is located on the left side of the screen. You can expand or collapse this panel for easier navigation and workspace management.

The Evaluate builder, showing an evaluation. The pages panel is expanded and highlighted with a box on the left side of the screen. There are three pages: Introduction to Macro Refinement - Living the Dream!, Focus: Learning the Basic, and Building Foundations.

Edit a page title

  1. Select the Page Properties button, which looks like a gear, in the upper-right corner of the page.

    The top right corner of the Evaluate Builder, showing the Instructor Role Repeat button, the Page Properties button (highlighted), the Save Page button, and the Reorder button.

  2. Enter the new title.

  3. Optionally, select Exclude from evaluation.

  4. Select Update.

Repeat a page per role

You can configure which roles a page should repeat for, so you can gain insights by different instructor roles rather than only viewing information at the class level.

  1. Select the Instructor Role Repeat button, which looks like a person, in the upper-right corner of the page.

    The top right corner of the Evaluate Builder, showing the Instructor Role Repeat button (highlighted), the Page Properties button, the Save Page button, and the Reorder button.

  2. Select the instructor roles you want the page to repeat for.

    Note

    If questions on the page are repeated by instructor role, repeating by page will remove those repetitions.

  3. Select Update.

Create a page

  1. Select the + New Page button at the bottom of the pages panel.

  2. Optionally, enter a name in the Page Name field. If no name is entered, the page will automatically be named "Page #."

  3. Select Create Page.

Delete a page

  1. Hover over the page title in the pages panel.

  2. Select the Delete button, which looks like a trash can, when it appears.

    The Pages panel of the Evaluate builder, with three pages showing. The page Building Foundations has a shaded gray background and a Delete button, which looks like a trash can, next to it.

  3. Select Delete Page in the confirmation window.

    Note

    This action cannot be undone, and all data associated with the page will be permanently removed upon deletion.