---
title: "Building a New Form for the Evaluation Process"
slug: "building-new-form-evaluation-process"
updated: 2026-07-16T20:28:54Z
published: 2026-07-16T20:28:54Z
canonical: "support.eduphoria.net/building-new-form-evaluation-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 Form for the Evaluation Process

Appraisal administrators can build new forms and use them in the evaluation process. [**Form Management**](/v1/docs/form-management) houses these templates and categorizes them into the following form types:

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

Created forms are active until an appraisal administrator deactivates them.

## **Building a New Form**

This article covers how to build a new form for the evaluation process.

### **Quick View**

1. Select **Settings** () from the main menu.
2. Select **Form Management**.
3. Select the **My Forms** tab.
4. Select **Build New Form**.
5. Title the form, select the form type, and establish the framework. Check the boxes to make optional fields, such as grade level, subject, or Student Growth Scores, a requirement for staff members to fill out before submitting the form. Then, select **Next**.
6. Select the appropriate **Advanced Options** (), including scoring, sharing, and submitting options.
7. Select **Start Building**.
8. Drag and drop [informational items and response items](/v1/docs/form-items) into the form and organize them in any way you like. The form automatically saves your changes.
9. Select the **Preview** icon () to view how the form appears for those who will use it.

### **Illustrated View**

**Step 1:** Select **Settings** () from the main menu.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/29180724818199.png)

**Step 2:** Select **Form 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/form%20management(1).png)

**Step 3:** Select the **My Forms** tab.

**Step 4:** Select **Build New Form**.

![Form management interface displaying the ability to build a new form.](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/build new form(2).png)

**Step 5:** Under the Form Header Details, title the form, select the form type, and establish the framework.

You can also check the boxes to make any of the following Optional Fields a requirement to fill out for staff members to submit the form:

- Start and End Time
- Default Duration (Minutes)
- Grade Level
- Subject
- Additional Information Text Box

When you’re ready, select **Next**.

![New form setup fields including title, type, framework, start time, end time, duration, grade level, subject, and additional information.](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/new form setup 1(1).png)

**Step 6:** Select from various **Advanced Options** () to apply settings for scoring and data, sharing and viewing, and signing and submitting the form. Here is where you can apply settings such as enabling discussion comments between evaluators and their staff members, scoring with advanced calculations, locking the form, and enabling electronic signatures.

> [!NOTE]
> **Note:** Only Summative forms have the option to select **Import existing evaluation data when Summative is created**.

**Step 7:** When you’re ready, select **Start Building**.

![Advanced options for scoring and sharing settings in a form setup interface.](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/advanced options no parts.png)

**Step 8:** Select **Add to form** () or drag and drop informational items and response items into the form. You can [organize and build out these items](/v1/docs/form-items) however you like. The form automatically saves your changes.

![Form management interface with various informational and response items users can add to the form.](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/form builder(1).png)

**Step 9:** You can select the **Preview** icon () to see how the form appears to those who will use it. In the Preview modal, select **Print** to print the form.

Otherwise, you can select the **Delete** icon () to delete the form, provided it is not tied to a current evaluation process.

![Preview of an observation form that also highlights the ability to print the form.](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/preview form.png)