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Evaluations

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.

FieldDescription
TitleThe evaluation’s display name
SlugA unique URL identifier used to share and access the evaluation
Short DescriptionA brief overview displayed when the evaluation is published

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

Set who can access the evaluation:

SettingAccess
PublicAll EVAL members
AccountMembers of your account only
PrivateOnly collaborators you explicitly invite

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

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.

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.

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.