Creating a New Evaluation Template

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Appraisal administrators can create evaluation templates and use these forms in the evaluation process. Form Management houses these templates and categorizes them into the following form types:

  • Evaluation

  • Intervention

  • Observation

  • Reflection

  • Summative

  • Walkthrough

Created forms are active until deactivated by an appraisal administrator.

This article covers how to create a new evaluation template and the basic features of Form Management. If you are looking for information about editing an existing template or importing a template, visit Editing Evaluation Templates and Importing Eduphoria Community Templates, respectively.

Creating a New Template

Step 1: Select Settings from the main menu.

Step 2: Select Form Management.

form management.jpg

Step 3: Select Create New Form.

create new form.jpg

Step 4: Enter the template’s Title and select the Form Type from the drop-down menu. Then, click Create.

title and form type.jpg

Step 5: Review the created form template.

created template.jpg

To learn how to set up and edit the Template Information, Template Options, and Edit Template tabs, visit Editing Evaluation Templates.