---
title: "Conducting an Observation or Walkthrough Appraisal"
slug: "conducting-an-observation-or-walkthrough-appraisal"
updated: 2025-10-24T20:23:14Z
published: 2025-10-24T20:23:14Z
canonical: "support.eduphoria.net/conducting-an-observation-or-walkthrough-appraisal"
---

> ## 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.

# Conducting an Observation or Walkthrough Appraisal

## **Quick Guide**

1. Select **Staff**from the**Manage** section of the main menu.
2. Select the staff member's name on the [staff member card](/v1/docs/staff#about-the-staff-card).
3. Expand the evaluation step and select the plus sign icon.
4. Select the information for the new evaluation and click **Create**.
5. Select **Show Scripted Comments** to script walkthroughs and observations.
6. Transfer comments to evidence or comment boxes.
7. Select **Hide Scripted Comments** to close the frame.
8. Complete all evaluation items.
9. Select **Let Staff View**.

> [!NOTE]
> **Note:** Appraisals can still be edited after selecting **Let Staff View** until both parties complete their signatures.

## **Illustrated Guide**

**Step 1:**Select **Staff**from the**Manage** section of the main menu.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/29129371719575.png)

**Step 2:** Select the staff member's name on the [staff member card](/v1/docs/staff#about-the-staff-card).

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/29129371727895.png)

**Step 3:** Expand the evaluation step and select the **Plus**icon to open a new evaluation document.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/29129364057751.png)

**Step 4:**Select the information for the new evaluation and click **Create**.

![Edit_New_Evaluation.png](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/7332913902615.png)

**Step 5:** Select **Show Scripted Comments** to script classroom walkthroughs and observations.

> [!NOTE]
> **Note:** Staff members cannot view scripted comments. Scripted comments serve only as the evaluator's documentation during the evaluation. Scripted comments are available to the evaluator throughout the life of the document, even when archived.

![Example_Scripted_Comments.png](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/7332913960983.png)

**Step 6:**Drag and drop or copy and paste statements from the scripted comments into the evidence or comment boxes in the evaluation.

![Copy_and_Paste_Scripted_Comments.png](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/7332898228375.png)

**Step 7:** Select **Hide Scripted Comments** to close the frame.

![Hide_Scripted_Comments.png](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/7332913979415.png)

**Step 8:** Complete all items in the template. The document saves automatically as you complete it. The **Save** icon indicates the current save status.

![Complete_Evaluation_Template.png](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/7332913688343.png)

**Step 9:** Select the **Let Staff View** button to allow the staff member to see the document. The staff member cannot see the evaluation template until the **Let Staff View** button is selected. Only select this button when the template is completely filled in and ready for the staff member to view. Until this button is selected, the evaluation has a status of **Not Viewable**.

![Let_Staff_View.png](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/7332898495639.png)

When the evaluator selects the **Let Staff View** button, the status changes to **Marked Viewable** and shows the date of the change.

![Marked_Viewable_Evaluation.png](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/7332914051223.png)

When the staff member views the document, the status changes to **Viewed**and shows the date when the staff member opened it.

![Status_Viewed_Evaluation.png](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/7333099792791.png)

> [!NOTE]
> **Note:** Appraisals can still be edited after selecting **Let Staff View** until both parties complete their signatures.