---
title: "Copying Observation Data to a Summative Form"
slug: "copying-observation-data-to-a-summative-form"
updated: 2026-07-08T20:52:23Z
published: 2026-07-08T20:52:23Z
canonical: "support.eduphoria.net/copying-observation-data-to-a-summative-form"
---

> ## 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.

# Copying Observation Data to a Summative Form

To copy comments from the observation template, someone with the [**Appraisal Administrator role**](/v1/docs/roles-for-strive-evaluators) must activate the evaluator’s ability to import data from observation documents to the summative form. For a step-by-step guide on completing this process, see [Setting Up a Summative Copy from an Observation](/v1/docs/setting-up-a-summative-copy-from-an-observation).

Once the appraisal administrator has enabled you to do so, follow the steps below to create a summative form with pre-populated data from observation forms.

## Quick Guide

1. Select **Staff** () under **Manage** in the navigation menu.
2. Start the **Summative** evaluation template by
  1. selecting the **Quick Start a Document** icon () on the staff card, or
  2. selecting the **Staff card**, expanding **EOY Conference** on the **Evaluation** **Process** tab, and selecting the **Plus** icon ().
3. Check the **Copy existing observation data into my Summative Evaluation** checkbox, then select **Create**.

## Illustrated Guide

**Step 1:** Select **Staff** () under **Manage** in the navigation menu.

![staff.png](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/29135772187415.png)

**Step 2:** Start the **Summative** evaluation template. You can do this in two ways:

For the first way, select the **Quick Start a Document** icon () on the staff card.

![Staff card showing the Quick Start a Document icon.](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/quick%20start%20a%20document%20icon(1).png)

Alternatively, select the **Staff card**. On the **Evaluation** **Process** tab, expand **EOY Conference** to access the summative document. Click the **Plus** icon () to start the document.

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

**Step 3:** Check the **Copy existing observation data into my Summative Evaluation** checkbox, then select **Create**.

The summative document imports previous scores and comments from the observation form. Comments from multiple forms fill the comment boxes. Line breaks indicate the separation of comments from different forms.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/image(22).png)