Configuring a Multiple Checkbox Review Criterion

A Multiple Checkbox review criterion allows reviewers to select multiple options from a predefined list of choices.

Unlike Dropdown and Multiple Choice criteria, reviewers can select more than one response, making this criterion type ideal when multiple attributes, strengths, concerns, or observations may apply to a submission.

Adding a Multiple Checkbox Review Criterion

Navigate to the desired review form or scorecard.
Select Add Criteria.
Select Multiple Checkbox from the Criteria Type dropdown.
Configure the available settings.
Select Submit.

Configuration Options

Criteria Prompt

The question or prompt displayed to reviewers during the evaluation process.

Example:

Which strengths does this applicant demonstrate? Select all that apply.
Which areas require improvement?
Which evaluation criteria were successfully met?

Best Practice: Include "Select all that apply" when multiple selections are expected.

Criteria Configuration

The Criteria Configuration section is used to define the response options available to reviewers.

To add an option:

Select Add Option.
Enter a Value Saved.
Enter a Value Displayed.
Repeat as needed for additional options.

Value Saved

The value stored within the system when an option is selected.

This value is commonly used for:

Reporting
Data exports
Scoring calculations
Evaluation summaries

Scoring Example

If the criterion contributes to the review score, enter a numerical value in Value Saved.

Value Saved	Value Displayed
5	Leadership
5	Innovation
5	Community Impact
5	Communication Skills

In this example, each selected option contributes points toward the review score when Include in Total Score is enabled.

Note: Multiple selected options may be combined when calculating the total score.

Non-Scoring Example

If the criterion is for informational purposes only, enter a text value in Value Saved.

Value Saved	Value Displayed
LEAD	Leadership
COMM	Communication
TEAM	Teamwork
PROB	Problem Solving

In this example, the criterion captures reviewer observations but does not affect the review score.

Best Practice: If Include in Total Score is disabled, consider using descriptive text values rather than numerical scores.

Value Displayed

The text shown to reviewers when making their selections.

Example:

Leadership
Communication
Teamwork
Innovation

Best Practice: Use clear and descriptive labels that reviewers can easily understand.

Include "N/A" Option

Determines whether reviewers can select N/A (Not Applicable).

Enabled

Reviewers can select N/A when the criterion does not apply.

Disabled

Reviewers must select one or more of the configured options.

Common Uses:

Optional review categories
Specialized evaluation areas
Criteria that may not apply to every submission

Best Practice: Enable N/A only when reviewers may legitimately be unable to evaluate a criterion.

Include in Total Score

Determines whether selected options contribute to the overall review score.

Enabled

Selected values contribute to the total score calculation.

Disabled

The criterion is informational only and does not affect scoring.

Example Uses

Include in Total Score

Skills Assessment
Competency Evaluation
Criteria Achievement Tracking

Do Not Include in Total Score

Reviewer Observations
Strength Identification
Areas for Improvement
Follow-Up Recommendations

Note: If this option is disabled, reviewer selections will still be captured but will not contribute to the overall review score.

Mandatory Field

Determines whether reviewers must select at least one option before submitting their evaluation.

Enabled

Reviewers must select one or more options.

Disabled

Reviewers may leave the criterion unanswered.

Important: Reviewers are only required to select at least one option, not all options.

Help Hover Text

Additional instructions displayed when reviewers hover over the help icon.

Example Uses:

Select all strengths demonstrated by the applicant.
Choose all criteria that were successfully met.
Select every option that applies to your evaluation.

Best Practice: Use Help Hover Text to clarify reviewer expectations and improve consistency.

Common Use Cases

Multiple Checkbox review criteria are commonly used for:

Strength Identification
Skills Assessments
Competency Evaluations
Areas for Improvement
Criteria Achievement Tracking
Eligibility Verification
Reviewer Observations

Example Evaluation Setup

Applicant Strengths

Value Saved	Value Displayed
LEAD	Leadership
COMM	Communication
INNOV	Innovation
IMPACT	Community Impact

Reviewers can select multiple strengths that apply to the applicant.

Multiple Checkbox vs. Multiple Choice Review Criteria

Criteria Type	Best Used For
Multiple Checkbox	Reviewers can select multiple responses.
Multiple Choice	Reviewers can select only one response.

For example, if reviewers are identifying all strengths demonstrated by an applicant, Multiple Checkbox is appropriate. If reviewers must choose a single overall rating, use Multiple Choice instead.

Multiple Checkbox vs. Dropdown Review Criteria

Criteria Type	Best Used For
Multiple Checkbox	Multiple selections are allowed.
Dropdown	Only one selection is allowed.

Use Multiple Checkbox when reviewers may need to select several applicable options.

Best Practices

Include "Select all that apply" in the Criteria Prompt when multiple selections are expected.
Use descriptive labels in Value Displayed.
Use text-based Value Saved values when collecting informational data.
Use numeric Value Saved values only when selections should contribute to scoring.
Enable Include in Total Score only when the criterion should affect overall rankings.
Use N/A sparingly and only when a criterion may not apply.
Keep option lists focused and easy for reviewers to understand.
Clearly document how scoring is calculated when using multiple selected values.

Important Notes

Reviewers can select multiple options.
The system stores the Value Saved value for each selected option.
Reviewers only see the Value Displayed values.
If scoring is required, enter numerical values in Value Saved.
If scoring is not required, use descriptive text values instead.
Multiple Checkbox criteria are best used when reviewers may need to identify several applicable attributes, strengths, or observations.