---
title: "Copying Observation Data to a Summative Form"
slug: "copying-observation-data-to-a-summative-form"
updated: 2025-03-27T10:11:30Z
published: 2025-03-27T10:11:30Z
---

> ## 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/setting-up-and-understanding-strive-roles-and-rights) 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.

**Step 1:** From the navigation, select **Staff** under **Manage**.

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

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

For the first way, select the **Staff card**. On the **Evaluation** **Process** tab, expand **EOY Conference** to access the summative document. Click the **Plus**sign to start the document.

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

Alternatively, when you are on the Staff card, click the **vertical ellipses** and select **New Evaluation** to start a new **Summative** document.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/image(21).png)

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

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

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.