In the following article we will guide you on how to create a BukForms evaluation.

This is an independent module, where you can create “free” surveys and evaluations, which will not be associated with courses. As an independent module, you will find here reports, configurations and enrollments in one place.


In this sub-module you can create “free” surveys for your employees. To access, you should follow the path BUKFORMS >> EVALUATIONS

When you access this section, you will find the list of all the evaluations created. They can be edited, deleted, and a new evaluation can be created.

To create a new survey, you may complete the required information:

  • Name Choose one that you can easily identify

  • Enable or disable: Write a header for the page 

  • Enter header: Inside the corresponding box

  • Add page: How you want the questions to be displayed and if you want them to appear on separate pages, please provide all the questions you need. 

  • Add question: Select the type of question you need to complete your instrument, according to the available options.

There are four types of questions that can be included in the evaluation.

  • Multiple Choice: Question with several options, where only one will be correct.

  • Checkbox: Questions with multiple options where more than one can be selected (checklist)

  • Paragraph: Allows you to make a statement, give instructions, or provide information to the person responding to the survey.

  • Open text: Allows you to ask open-ended questions to participants where they can provide qualitative responses.

Once the question type is selected, you can edit the name, alternatives, format requirement, etc. 

It is important to SAVE CHANGES in order to see them on the platform.

You will be able to perform a bulk question upload by clicking on the "Bulk Upload" button (see image).

When you click on the button, instructions will be displayed on how to perform the bulk upload, along with the option to download a blank template with the required format (click on "here" in the instructions).

Once the information is completed in the template, you will need to upload the file for the bulk upload to be processed and the questions to be displayed in the evaluation. At the end, click on create and edit, in order to see the changes on the platform.

The "Advanced Settings" tab will be displayed, where options related to evaluation approval parameters need to be configured.

  • Time: You can indicate if the evaluation will have a time limit. If so, a countdown clock will be displayed when starting the evaluation, indicating the remaining time to complete it.

  • Approval rating: Here you should indicate the percentage of approval for the evaluation.

  • Scoring Method: It allows the evaluator to decide whether incorrect answers will be penalized, resulting in a deduction of points.

  • Random order of questions: Questions will not follow a set order; participants will see the questions in different sequences.

  • Evaluation guidelines: You can upload a PDF file that will appear at the beginning of the evaluation.

  • Correction of Evaluations If any changes are made to the questions or if any questions are deleted, the average score for participants will be automatically adjusted. 

Once the evaluation has been created, the tabs for "participants", "dates and emails" and "Report" will be automatically displayed and can be configured (see image).

  • Participants: In this tab you can upload or enroll the employees who will have to answer the survey. They can be enrolled in the following ways:

  • Bulk or individual upload: to perform the upload, click on the "bulk upload" button, then a tab with a text box will be displayed, where you should enter one by one the employees' identification number, in list a format, without dots, with hyphen and verification digit (see image).

  • Dates and emails: In this tab, we will configure the opening and closing dates of the evaluation, as well as the emails that will be sent to the participants:

  • Opening date: Day and time when the evaluation will be opened.

  • Closing date: Date and time when the evaluation will be closed

  • Allow anonymous responses: Select "yes" or "no".

  • Emails for participants: You can configure the "subject" and "body" of the emails that will be sent to the employees, both for notifications and reminders.

Once the changes have been made, it is important to save them in order to see the changes on the platform.

  • Report: In this tab you can obtain the report of the answers obtained in the evaluation, which will be displayed in graphs and can be downloaded in Excel or PDF format.

Remember, if you need assistance or have any questions you can contact us through our chat or email. We are happy to help you!

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