---
title: "Creating an Evaluation Document"
slug: "creating-an-evaluation-document"
updated: 2025-10-31T15:10:35Z
published: 2025-10-31T15:10:35Z
---

> ## 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:

- A formal evaluator
- An Appraisee Type

## **Quick Guide**

1. Select **Staff** from the navigation menu.
2. Click the **three vertical dots** on the desired [staff member’s card](/v1/docs/staff#about-the-staff-card) to access additional options.
3. Select **New Evaluation**.
4. Select the **Pencil** icon to open and edit an evaluation document.
5. Click **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:**Click the **three vertical dots** on the desired [staff member’s card](/v1/docs/staff#about-the-staff-card) to access additional options.

> [!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 **New Evaluation**.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/29108044386711.png)

**Step 4:**Select the **Pencil** icon to open and edit an evaluation document.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/29108044392343.png) ![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/29108035239191.png)

**Step 5:**Select **Create** when ready.

## **Evaluation Template Features**

Once you create an evaluation document for a staff member, you can edit the template, 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

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/29108044396823.png)

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

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/29108035242519.png)

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

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/29108035244951.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 template. 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.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/29108035259287.png)