In this article, you will learn:
- What is the Board evaluation CSV template
- Why it is required
- How to fill it correctly
- Which fields are mandatory or optional
What is the Board evaluation CVS template?
The Board evaluation CSV template is a predefined structure used to collect the content needed to customise your Board evaluation form.
It ensures that all requests follow a consistent format and can be easily processed by our team.
Why use this template?
To prevent formatting issues and ensure accurate processing, customers must fill in this CSV instead of providing a free-form spreadsheet.
How to fill it correctly?
Download the CSV file: for security reasons, the CSV template is not publicly shared.
To obtain the official file, please contact your Customer Success Manager or reach out to our Support Team directly.Fill in each section according to your evaluation needs.
Only modify the text content (please do not add or delete columns).
Once completed, send the filled CSV back to your Customer Success Manager or send it to support@sherpany.com for validation. Our team will then configure your personalised Board Evaluation form in Sherpany.
Mandatory and optional fields
| Column | Description | Mandatory? |
|---|---|---|
| Section text | The section text | ✅ |
| Question text | The question text | ✅ |
| Question number | The unique ID of the question | ✅ |
| Min/Max rating score | Numeric values defining the scale | ✅ |
| Min/Max text rating | Text labels for each end of the scale | Optional |
| Mandatory? | Indicates if the question must be answered | Optional |
| Add optional comments? | If "Add optional comment" is Yes, at least one comments text is required | Optional |
| Comment text | Adds a comment field to the question | Optional |
| Placeholder | If "Add optional comment" is Yes, at least one Placeholder text is required | Optional |
Information
If you plan to create a multilingual evaluation, make sure to fill the text in all supported languages (English, Italian, German, French).