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Changing an Ongoing Evaluation

How to add or remove participants and change the start date or deadline of an evaluation that is already set up or running.

Add participants to an ongoing evaluation

You can add participants until the evaluation closes. In a running evaluation, send the new participants their invitation yourself; BoardClic does not send it automatically.

You need the Owner or Administrator access level.

  1. Open the evaluation from the overview page or Evaluations → Board Evaluation → Evaluations.

  2. Click View participants.

  3. Go to Edit evaluation.

  4. Add people from Your organisation, or enter a new person under Someone new (First name, Surname, Email address) and click Add.

  5. Choose a Role for each new participant, and tick Report access if they should see the results.

  6. Click Continue, then Save changes on the Schedule step.

  7. Find the new participant in the list. They show as Uninvited.

  8. Open the menu (⋮) on their row and click Send invitation.

If the evaluation is Scheduled but hasn't started yet, skip steps 7–8: new participants are invited with everyone else on the start date.

Adding someone to a role that had only one participant improves anonymity for that role.

Remove participants from an ongoing evaluation

You can remove a participant only before they start answering. Once they have opened the evaluation and begun, they stay in it.

  1. Click View participants.

  2. Click Edit evaluation

  3. On the person's row click the X. If the icon is greyed out, hover it: Cannot be removed after the participant has started.

  4. Click Continue, then Save changes on the Schedule step.

The person disappears from the evaluation's participant list and is no longer part of it.

If someone has already started, they can't be removed. If they don't submit before the evaluation closes, their unfinished answers are left out of the report.

Removing someone from an evaluation does not remove them from your organisation. To do that, see the manual on user access levels.

Change the start date or deadline

What you can change depends on whether the evaluation has started.

Before the evaluation starts

  1. Open the evaluation and click Reschedule.

  2. In Reschedule the evaluation, set a new Start date and Deadline. Today sends invitations immediately; a later date sends them at 15:00 UTC that day.

  3. Turn Automatic reminders on or off if needed.

  4. Click Reschedule.

After the evaluation has started

  1. Open the evaluation and click Extend deadline. The start date is locked: The evaluation is already open.

  2. Set the new Deadline, the last day participants can answer.

  3. Click Extend deadline.

This also works after the deadline has passed, as long as the evaluation hasn't been closed. Participants who haven't finished can then continue. Let them know about the new date with Send reminders.

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