---
title: "Building a New Process"
slug: "building-a-new-process"
updated: 2026-06-19T22:32:29Z
published: 2026-06-19T22:32:29Z
canonical: "support.eduphoria.net/building-a-new-process"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.eduphoria.net/llms.txt
> Use this file to discover all available pages before exploring further.

# Building a New Process

Appraisal administrators can create various processes to evaluate a district or school position. For example, if your librarian and your school nurse require the same steps in their evaluation process, you can create a single process named “School Non-Instructional Staff.”

If different forms are used for the school nurse and librarian, you can select different forms within the process. Best practices for process names are created based on the evaluation process, not the position type.

> [!NOTE]
> **Note:** Process is formerly known as Appraisee Type.

## Quick Guide

1. Select **Settings** () from Strive’s navigation menu.
2. Select **Process Management**.
3. Select **Build New Process**.
4. Set the Process Name, Process Type, Framework, Start Date, and End Date. Then, select **Start Building**.
5. In the process builder, give the first step a title and fill in the information for its first task. You can title the task and set its due date to populate data for Strive’s [Overview](/v1/docs/overview) and [Activity Tracker](/v1/docs/activity-tracker).
6. Choose between forms and goals as the task, and set the number required to complete, if any.
  1. Select **Forms** to access a drop-down menu, where you can choose forms from the following types: Reflection, Walkthrough, Observation, Evaluation, Summative, and Intervention.
  2. Select **Goals** to choose between a Professional Growth Goal and a Student Growth Goal.
7. If you want the current step to have more tasks, select **Add Task**, and fill in the information for the new task.
8. If you want the process to have more steps, select **Add Step**, title the new step, and add relevant tasks. Drag and drop () the tasks to rearrange them as needed within the step.
9. Select **Performance Score Settings** () if you want to choose an observation or summative document and [set your weighted scoring formula](/v1/docs/applying-weighted-scoring-using-the-custom-tia-export) for the [Custom TIA Export](/v1/docs/running-the-custom-tia-export). The process must first be assigned a framework and a valid evaluation form.

## Illustrated Guide

**Step 1:** Select **Settings** () from Strive’s navigation menu.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/settings.png)

**Step 2:** Select **Process Management**.

![Settings menu displaying options for Framework Setup, Form Management, and Process Management.](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/process%20management(2).png)

**Step 3:** Select **Build New Process**.

![Process management table displaying process details, their statuses, and the ability to build a new process.](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/build new process(2).png)

**Step 4:** Set the Process Name, Process Type, Framework, Start Date, and End Date. Then, select **Start Building**.

> [!TIP]
> **Tip:** Add a framework if you want to use it to connect data across multiple tasks or run [Detailed Analysis](/v1/docs/using-the-detailed-analysis-feature). If your non-instructional staff members only have one evaluation, you can select **No Framework** instead.

![Form to build a new evaluation process with fields for name, type, framework, and dates.](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/build new process.png)

**Step 5:** In the process builder, give the first step a title and fill in the information for its first task. You can title the task and set its due date.

> [!NOTE]
> **Note:** Setting due dates for tasks populates data for Strive’s [Overview](/v1/docs/overview) and [Activity Tracker](/v1/docs/activity-tracker). If due dates are not set, evaluators cannot monitor a staff member's progress with these tools.

![Process Builder interface showing step title, task title, due date, and form selection options.](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/process%20step%20and%20task.png)

**Step 6:** Choose between forms and goals as the task, and set the number required to complete, if any.

Selecting **Forms** gives you a list of forms to choose from. The drop-down menu includes categories you can expand and collapse from the following form types:

- Reflection
- Walkthrough
- Observation
- Evaluation
- Summative
- Intervention

![Drop-down menu displaying various forms for teacher evaluation process selection.](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/select forms for process.png)

Selecting **Goals** allows you to choose between a Professional Growth Goal and a Student Growth Goal.

![Drop-down menu showing options for Professional and Student Growth Goals selection.](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/goals for process.png)

**Step 7:** If you want the current step to have more tasks, select **Add Task**, and fill in the information for the new task.

![Process management interface showing the ability to add a task to a step.](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/add task.png)

**Step 8:** If you want the process to have more steps, select **Add Step**, title the new step, and add relevant tasks. Drag and drop () the tasks to rearrange them as needed within the step.

> [!TIP]
> **Tip:** After setting up an evaluation process, assign it to the appropriate staff members. For more information about this process, see [Selecting Your Staff](/v1/docs/selecting-your-staff).

![Process management interface showing how to add a new step.](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/add step.png)

**Step 9:** Select **Performance Score Settings** () if you want to choose an observation or summative document and [set your weighted scoring formula](/v1/docs/applying-weighted-scoring-using-the-custom-tia-export) for the [Custom TIA Export](/v1/docs/running-the-custom-tia-export). The process must first be assigned a framework and a valid evaluation form.

![Process Builder interface showing Performance Score Settings and Delete option.](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/performance score settings.png)

![Performance score setup using an Observation document for a custom report with weighted scoring options displayed.](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/performance score(1).png)