Assign Evaluations

Admins, faculty, and preceptors create evaluation, skills checkoff, and (when enabled) voice simulation assignments from Create Assignments.

Overview

Open Create Assignments from Assignments (floating Create Assignment control) or go directly to the create page. Choose a tab for the assignment type your plan supports:

Evaluations — form-based assessments of students, preceptors, or locations, plus survey templates
Skills Checkoffs — video demonstrations with AI-assisted grading
Voice Sims — spoken clinical simulations (shown when voice sims are enabled for your institution)

Preceptors and faculty only assign within classrooms they belong to. Admins can assign across the institution.

Evaluations

Select an evaluation template (student, preceptor, location, or Survey).
Choose a classroom (required for student/preceptor targets; not used for location evaluations or surveys).
Select one or more targets (who is evaluated). For surveys, this is people to receive this survey—any user at the institution, including archived accounts.
Choose evaluators (students, preceptors/admins) or Self Assessment. Surveys skip this step; each recipient completes their own form.
Set a due date (defaults to about a week out).
Create the assignments. Assignment emails send automatically. Each evaluator × target pair becomes one assignment (self-assessment and surveys create one per selected person).

Survey emails use an Open survey button to a unique public link that does not sign the person into the rest of the app. See Surveys.

The form prevents someone from evaluating themselves unless you chose self-assessment. Completed work appears under Assignments.

Skills checkoffs

Select one or more skills checkoff templates.
Choose a classroom, then select students.
Set a due date and create assignments. Optionally email assigned students.

Each template × student pair becomes one assignment. Students upload a video from Assignments; educators review AI results and finalize grades.

Voice Sims (when present)

Open the Voice Sims tab.
Select simulation template(s), classroom, and students.
Set a due date (or use practice mode when offered).
Create assignments. Credits may be required—see Billing if creation fails for insufficient credits. Optionally email assigned students.

Students complete sims from Assignments; educators review when sessions are ready.

Who can assign

Role	Scope
Admin	Any classroom in the institution
Faculty / Preceptor	Classrooms where they are members

Archived templates, classrooms, and users are not offered in the pickers—except surveys, which can be sent to archived users.

Tips

Assign by classroom so the right roster and due dates stay aligned.
Use self-assessment when you want reflection before an educator review.
Select multiple targets or templates in one pass instead of repeating the form.
Buy or confirm voice sim credits before a large Sims assignment window.

Troubleshooting

No templates listed
Create or unarchive templates under Templates, or confirm your plan includes that assignment type.

No classrooms or students
Preceptors only see their classrooms. Confirm membership and that users are active.

Cannot create
Fill every required field, select at least one target (and evaluator unless self-assessment), and use a due date that is not in the past.

Voice Sims tab missing
Voice sims may be off for your institution or plan. Contact your admin or support.

Surveys: Survey templates, recipients (including archived), and email links
My-Evaluations: Completing and reviewing work (sidebar label Assignments)
Evaluation-Templates / Skills-Templates: What you assign from
Classrooms: Membership that drives who appears in pickers
Billing: Voice sim credits and plan features

Support

For assignment setup questions: support@healthtasks.ai