Introduction to Evaluation Forms
The Evaluation Form is a specialized tool designed for internal use by your team, mentors, or external judges. Unlike Application Forms — which collect data from candidates — Evaluation Forms are used to score, rank, and provide structured feedback on applicants during the selection process.
Evaluation Forms do not use Custom Fields (sync fields). The data collected is specific to the reviewer's opinion and is not linked to the startup's profile.
Where to Find Evaluation Forms
Open the sidebar menu and go to Forms Management. Click Create New Form, enter a name, and select Evaluation as the form type.
Step-by-Step
1. Add Evaluation Fields
Evaluation Forms use dedicated fields designed for assessment:
- Rating Scales — Use for scoring criteria (e.g. Market Potential 1–10). These feed directly into the average score calculation.
- Single Choice — To categorize applicants or assess specific traits. See Step 2 for how to assign numerical values to single choice options.
- Multiple Choice — For multi-select assessments.
- Text fields (Paragraph / Long Answer) — For qualitative feedback and detailed reviewer notes.
2. Add Numerical Values to Single Choice Options
Single choice questions support Data Interpretation, which allows you to assign a hidden numerical score to each answer option. This is how you create weighted choices — where selecting a specific option automatically contributes a defined score to the applicant's evaluation total.
To set this up:
a. Add or select a Single Choice question in the form builder.
b. Open the right-hand panel for that question.
c. Look for the Data Interpretation section and answer the prompt: Do you want to add numerical values to the options?
d. Enable it and assign a numerical value to each answer option.
These values will be factored into the Total Average Score and Total Average Score % visible in the Application Overview.
3. Format and Structure the Form
Keep your evaluation forms organized to reduce reviewer fatigue:
- Headers and Subheaders — Group criteria into themes like "Team Quality," "Financial Health," or "Innovation Level."
- Paragraphs — Add instructions for judges, such as "Please score based on the provided pitch deck only."
4. Set Validations
Ensure every evaluation is complete before it can be submitted:
- Required Fields — Force reviewers to answer critical questions (e.g. Final Recommendation).
- Character Limits — Ensure feedback remains concise or meets a minimum length for depth.
5. Apply Conditional Rules
Personalize the evaluation workflow based on the judge's input:
- Dynamic Follow-ups — Trigger a "Reason for Rejection" text field only if the judge selects "No" on a "Fit for Program" single choice question.
- Visibility Logic — Show specific technical criteria only if the reviewer belongs to a certain expertise group.
6. Save and Publish
This is the most important step. Always Save and then Publish your changes.
- If you only save, edits remain in draft mode — reviewers will not see them.
- If you need to make changes while an evaluation is ongoing, you must re-publish for the updates to take effect in the judges' view.
Best Practices
- Use numerical values on single choice options. Assigning scores to answer options allows the system to calculate a weighted average per applicant automatically — making comparison across candidates much easier.
- Standardize scoring criteria. Use Rating Scales and Single Choice with numerical values wherever possible, and reserve text fields for qualitative context. This keeps data comparable in the Application Overview.
- Add reviewer instructions. Use a Paragraph element at the top of the form to remind judges of your scoring rubric or conflict-of-interest policies.
- Test before assigning. Preview the form to make sure conditional rules trigger correctly before sending it to your selection committee.
- Always re-publish after edits. Saving alone is not enough — any changes made to a live evaluation form must be published to update the judges' view.
Additional Resources