Evaluations

Overview

The Evaluation tab is the starting point for every evaluation you build. Before you can add sections, questions, or results, you define the evaluation's metadata — its title, URL, description, and visibility settings.

Required Fields

Presentation Format

Choose how the evaluation presents its content:

• Section by Section — Users complete one section at a time, advancing when they finish each section
• Question by Question — Users advance one question at a time through the entire evaluation

Visibility

Set who can access the evaluation:

Additional Metadata

After setting the required fields, you can enrich your evaluation with:

• Instructions — Additional background text for users running the evaluation, with formatting options
• About — Clinical context, strengths, limitations, and population considerations
• Literature — Supporting references including title, authors, and URL
• Attribution — Credits to contributors via member links or manual text entry

After Saving Metadata

Once you save the Evaluation tab, the Outline Pane becomes available. From there you can add sections, questions, and results to build out the evaluation logic.

Editing an Existing Evaluation

Open the evaluation and select Builder from the menu, then click Edit in the green header. Any changes you make create a new draft. Publishing the draft creates a new revision while preserving the full revision history.

Deleting an Evaluation

In edit mode, a Danger Zone section appears at the bottom of the Evaluation tab. Use this to permanently delete the evaluation. This action cannot be undone.