Evaluation Templates

Evaluation templates are the forms used to assess students, preceptors, or clinical locations, and to send surveys. Admins build them under Templates → Evaluations.

Overview

Open Templates → Evaluations, create or edit a template, then assign it from Create Assignments. Completions appear under Assignments (see My Evaluations help). Survey recipients can also complete from a unique email link—see Surveys.

Target types

Choose who the evaluation is about:

The target type shapes assignment pickers and how questions should be worded. Surveys hide Grading Method (score type is always percentage) and can include free-text items.

Create a template

1. Go to Templates → Evaluations.
2. Create a new template (or duplicate an existing one).
3. Set name, target type, grading type, and score type (pass/fail or percentage). For Survey, skip score type—surveys always score as a percentage.
4. Optionally attach a Competency Map template so questions can map to competencies.
5. Add questions and section headers, then save.

Grading

• Satisfactory / Unsatisfactory — binary scoring
• Likert scale — multi-point ratings
• Custom scoring — institution-defined labels and values via a rubric you create or select

Pick the grading style that matches how your program scores this assessment, and keep it consistent across similar templates.

Questions

Add items as questions (scored) or headers (section labels only).

• Write clear, observable statements (for example “Demonstrates effective handoff communication”).
• On Survey templates, a question can be scale (scored) or free text (comments only). Free text is not available on student, preceptor, or location templates.
• Use headers to group long forms.
• Reorder items when the editor supports drag-and-drop.
• Import questions from a spreadsheet when you already have a bank of items.

Optional AI-assisted template generation or curriculum mapping may be available when educator AI is enabled for your institution. Treat suggestions as a draft—review before you rely on them for accreditation.

Curriculum mapping

If you selected a Competency Map template:

1. Open mapping on a question.
2. Search and select the competencies or subcompetencies it addresses.
3. Prefer a few direct alignments over mapping everything to everything.

Mapped evaluations feed curriculum coverage views and reporting over time.

Tips

1. Name templates by purpose and target (for example “Mid-rotation student eval”).
2. Keep forms focused (roughly 15–30 scored items) so evaluators finish them.
3. Stabilize your Competency Map before large mapping projects.
4. Duplicate a working template when you need a close variant for another rotation.

Troubleshooting

Template not available when assigning
Confirm it is active (not archived) and matches the target type you are assigning.

Cannot map to competencies
Select a Competency Map template on the evaluation template, and confirm that map has competencies defined.

Import failed
Use the downloadable spreadsheet sample, keep a question-text column, and re-upload.

Related features

• Templates: Hub for all template types
• Surveys: Survey templates, email links, archived recipients, and survey reports
• Assign-Evaluations: Create evaluation assignments
• My-Evaluations: Complete and review evaluations (sidebar Assignments)
• Curriculum-Objective-Templates: Competency Map authoring
• Reports: Evaluation and survey exports

Support

For evaluation template questions: support@healthtasks.ai