---
title: "Creating a New Evaluation Template"
slug: "creating-a-new-evaluation-template"
updated: 2025-09-03T19:13:14Z
published: 2025-09-03T19:13:14Z
---

> ## 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.

# Creating a New Evaluation Template

Appraisal administrators can create evaluation templates and use these forms 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 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 how to add groups, matrix groups, and items to your template, visit [Editing Evaluation Templates](/v1/docs/editing-evaluation-templates). To learn how to import a template, see [Importing Eduphoria Community Templates](/v1/docs/importing-eduphoria-community-templates).

## **Creating a New Template**

**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**.

![form management.jpg](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/30299249178647.png)

**Step 3:** Select **Create New Form**.

![create new form.jpg](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/30299249179159.png)

**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](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/30299224200215.png)

**Step 5:**Review the created form template.

![created template.jpg](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/30299224205591.png)

To learn how to set up and edit the **Template Information**, **Template Options**, and **Edit Template** tabs, visit [Editing Evaluation Templates](/v1/docs/editing-evaluation-templates).