The Overview page is your starting point on the BoardClic platform. It shows where all your evaluations stand right now and takes you straight to your reports and participants. You find it at the top of the Evaluations menu.
The menu on the left
The menu lists your evaluation types, such as Board Evaluation, CEO Evaluation and Management Team. Click a type to expand it. Each type has three pages:
Evaluations lists all evaluations of that type, both ongoing and completed.
Templates shows the templates available for that type of evaluation.
Reports collects the reports for all completed evaluations of that type.
At the bottom of the menu you also find:
More evaluation types shows you other types of evaluations BoardClic has to offer.
Ask your evaluations lets you ask questions about your evaluation results.
Evaluation timeline
The timeline shows all your evaluations in date order, with the most recent on the right. Each card shows the type of evaluation, its date and its status:
Completed (green): the evaluation is finished. Click View reports to open the report.
Ongoing (dark blue): the evaluation is still collecting answers. The card shows how many answers are missing and whether the deadline has passed. Click View participants to see who has and hasn't answered.
Use the arrow on the left to scroll back to older evaluations.
Needs your attention
This section lists evaluations that need action from you, for example one that is past its deadline. It shows how many participants have answered so far. Click View participants to see who hasn't answered yet, so you can follow up.
Latest reports
A shortcut to your most recently completed reports, with the newest at the top. Click View reports to open one without searching the timeline.
At a glance
A quick summary of your evaluations:
The total number of evaluations, split into Completed and Ongoing. The coloured bar shows the split.
Response rate shows how many participants have answered in your ongoing evaluations.
Start a new evaluation
Click Start an evaluation (top right) to set up a new evaluation.
In short
Use the Evaluation timeline for the full picture.
Use Needs your attention for what needs action.
Use Latest reports to get to your results quickly.
Use the menu on the left to see all evaluations, templates and reports for one evaluation type.
Want to know how to read your report once it's ready? See How to find, read and share your Board evaluation report.