Configuring a Single Checkbox Review Criterion

A Single Checkbox review criterion allows reviewers to indicate whether a statement applies by selecting a checkbox.

This criterion type is commonly used for eligibility checks, requirements verification, acknowledgements, pass/fail assessments, and simple yes/no style evaluations.

Adding a Single Checkbox Review Criterion

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

Configuration Options

Criteria Prompt

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

Example:

The applicant meets all eligibility requirements.
The submission includes all required documentation.
I recommend this applicant for funding.
The project aligns with the program objectives.

Best Practice: Write the prompt as a clear statement that reviewers can either select or leave unselected.

Include "N/A" Option

Determines whether reviewers can indicate that the criterion is not applicable.

Enabled

Reviewers can select N/A (Not Applicable).

Disabled

Reviewers must either select or leave the checkbox unselected.

Common Uses:

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

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

Include in Total Score

Determines whether the checkbox contributes to the overall review score.

Enabled

The criterion contributes to the total score calculation.

Disabled

The criterion is informational only and does not affect scoring.

Example Uses

Include in Total Score

Eligibility Verification
Required Criteria Checks
Program Requirement Validation
Compliance Reviews

Do Not Include in Total Score

Reviewer Notes
Administrative Tracking
Internal Verification Items

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

Mandatory Field

Determines whether reviewers must complete the criterion before submitting their evaluation.

Enabled

Reviewers must either select the checkbox or indicate N/A (if enabled).

Disabled

Reviewers may leave the criterion unanswered.

Best Practice: Enable this setting when the criterion is required as part of the review process.

Help Hover Text

Additional instructions displayed when reviewers hover over the help icon.

Example Uses:

Select this checkbox if the applicant meets the stated requirement.
Review the eligibility guidelines before responding.
Only select this option if all required documentation is present.

Best Practice: Use Help Hover Text to clarify how reviewers should evaluate the criterion.

Common Use Cases

Single Checkbox review criteria are commonly used for:

Eligibility Verification
Documentation Checks
Compliance Reviews
Program Requirement Validation
Pass/Fail Assessments
Recommendation Confirmations
Administrative Review Checks

Example Review Criteria

Eligibility Verification

Criteria Prompt:

The applicant meets all eligibility requirements.

Reviewers select the checkbox if the applicant is eligible.

Documentation Review

Criteria Prompt:

The submission includes all required supporting documentation.

Reviewers select the checkbox if all required files have been provided.

Recommendation

Criteria Prompt:

I recommend this applicant for funding.

Reviewers select the checkbox if they support funding the applicant.

Single Checkbox vs. Multiple Checkbox Review Criteria

Criteria Type	Best Used For
Single Checkbox	One statement that is either true or false.
Multiple Checkbox	Multiple options where reviewers may select more than one response.

If reviewers are verifying a single requirement, use a Single Checkbox criterion. If reviewers need to identify multiple strengths, concerns, or attributes, use a Multiple Checkbox criterion.

Single Checkbox vs. Multiple Choice Review Criteria

Criteria Type	Best Used For
Single Checkbox	Simple pass/fail or yes/no evaluations.
Multiple Choice	Evaluations requiring multiple response options or scoring levels.

For example, use a Single Checkbox for "Applicant meets eligibility requirements" and a Multiple Choice criterion for "Rate the applicant's leadership abilities."

Best Practices

Use Single Checkbox criteria for simple verification and validation tasks.
Write prompts as clear statements rather than open-ended questions.
Enable Include in Total Score only when the criterion should affect scoring.
Use N/A sparingly and only when a criterion may not apply.
Enable Mandatory Field when the criterion is required for all reviews.
Use Help Hover Text to clarify reviewer expectations and evaluation standards.
Consider whether a Multiple Choice criterion would provide more meaningful evaluation data if reviewers need more than a yes/no response.

Important Notes

Reviewers can either select the checkbox or leave it unselected.
Single Checkbox criteria are ideal for binary evaluations and requirement checks.
When Include in Total Score is enabled, the selected checkbox may contribute to the review score.
If a more detailed evaluation is required, consider using a Multiple Choice, Dropdown, or Number criterion instead.