---
title: "Creating an Evaluation Document"
slug: "creating-an-evaluation-document"
description: "Create effective evaluation documents with our step-by-step guide, featuring templates, messaging, and scoring options for staff assessments."
tags: ["Evaluation Document", "Evaluation Process", "Staff Evaluation"]
updated: 2026-08-26T20:32:45Z
published: 2026-08-26T20:32:45Z
canonical: "support.eduphoria.net/creating-an-evaluation-document"
---

> ## 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 an Evaluation Document

Before you can create an evaluation document, the following must be assigned to the staff member:

- An evaluator
- A process

## **Quick Guide**

1. Select **Staff** () from the navigation menu.
2. Click the **Quick Start a Document** icon () on the desired [staff member’s card](/v1/docs/staff#about-the-staff-card).
3. Select the drop-down menu and choose from the list of evaluation process documents.
4. Select **Create** when ready.

## **Illustrated Guide**

**Step 1:** Select **Staff** () from the navigation menu.

![staff.png](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/29309601523095.png)

**Step 2:** Select the **Quick Start a Document** icon () on the desired [staff member’s card](/v1/docs/staff#about-the-staff-card).

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

> [!TIP]
> **Tip:** The timeline at the bottom of the staff member’s card displays the number of walkthroughs completed in the last 30 days. A blue line indicates that a walkthrough occurred inside the 30-day window. You can hover over the blue line to see the exact date when the walkthrough occurred.

**Step 3:** Select the drop-down menu and choose from the list of evaluation process documents. You can also set the grade level, subject, start time, and end time, depending on the document selected. Type additional information in the text box as needed.

![Document creation interface with fields for grade level, subject, start and end time, and additional information.](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/quick start a document settings.png)

**Step 4:** Select **Create** when ready.

## **Evaluation Template Features**

Once you create an evaluation document for a staff member, you can edit the template’s evaluation information, message the staff member, score domains and dimensions, summarize observations, and explore the following template features:

- Print ()
- Let Staff View ()
- Show/Hide Framework Data ()
- Show/Hide Scripted Comments ()
- Delete ()

![Document details for T-TESS v2 walkthrough including evaluator, date, and time information.](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/document template(1).png)

The **Print** icon () creates a **PDF** version of the evaluation document.

![Document details for T-TESS v2 walkthrough for eighth grade mathematics evaluation.](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/document pdf(1).png)

The **Let Staff View** icon () submits the evaluation document for the staff member to view and activates the electronic signature option.

![Document details showing evaluator, staff member, and submission time for a walkthrough.](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/submitted to staff member.png)

The **Show/Hide Framework Data** icon () is only available in a **Summative** document and allows you to show or hide the [Summative Panel](/v1/docs/summative-panel) that appears on the right side of the screen. The Summative Panel displays the evaluation history for the year. Selecting a dimension allows you to view any recorded evidence or comments for the selected dimension. You can also copy and paste or drag and drop items into the summative document to support the summative rating. Select the button to show or hide the Summative Panel.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/29108035246743.png)

The **Show/Hide Scripted Comments** icon () provides a secure space for an evaluator’s notes. Notes in **Scripted Comments** are only viewable to the evaluator. Scripted comments are not visible to staff members.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/29108044404119.png)

The **Delete** icon () opens a pop-up window requiring you to confirm that you want to delete the document. You cannot undo deleting a document.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/29108044406039.png)

All evaluation forms have a **Messages** area for communication between staff members and evaluators. Messages are tracked with a time and date stamp within the evaluation form.

![Empty messaging interface displaying a text input area and a Send icon.](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/messages (1).png)