---
title: "Editing Existing Evaluation Process Forms"
slug: "editing-existing-evaluation-process-forms"
updated: 2026-07-16T20:29:19Z
published: 2026-07-16T20:29:19Z
canonical: "support.eduphoria.net/editing-existing-evaluation-process-forms"
---

> ## 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.

# Editing Existing Evaluation Process Forms

Appraisal administrators can edit and update evaluation process forms. The best time to edit significant content of evaluation forms is between the end of an evaluation year and the beginning of the next.

> [!WARNING]
> **Caution:** Throughout the year, users can edit small changes, such as fixing typos, on evaluation process forms. If a form is already tied to an evaluation process, it displays many grayed-out areas that prevent users from updating those fields and potentially compromising the evaluation data. As a result, it is best practice to [make a copy of in-use forms](/v1/docs/copying-a-form), which retains all settings and items of the original.

### Quick Guide

1. Select **Settings** () from the main menu.
2. Select **Form Management**.
3. On the **My Forms** tab, locate the form you want to edit by exploring the Form Types on the Form Management table.
4. Click on the form title to open it. A form that has no documents created is fully editable. If a warning appears because users have created one or more documents from the form, select **Go Back** to return to the Form Management table or **Proceed** to continue editing the form.
5. You can make minor changes to a form, such as fixing a typo. You can also add, edit, and remove informational items, but not response items. To make more significant changes, you can select the **Copy** icon () to create a copy of that form to maintain the data integrity of the original form.

### Illustrated Guide

**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**.

![Settings menu displaying options for Framework Setup, Form Management, and Process Management.](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/form%20management(1).png)

**Step 3:** On the **My Forms** tab, locate the form you want to edit by exploring the Form Types on the Form Management table. Once you’ve selected the form type, you can search for a form by title to narrow down your options. You can also explore Active and Inactive Forms.

![Overview of form management with evaluation types and associated forms listed.](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/select form type.png)

**Step 4:** Click on the form title to open it. A form that does not have documents created from its template is fully editable. However, if users have created one or more documents from the form template, a warning appears, stating that editing is limited to prevent compromised data.

> [!WARNING]
> **Caution:** Any edits that you make also apply to all previously created documents.

Select **Go Back** to return to the Form Management table, where you can [make a copy of the form](/v1/docs/copying-a-form) to edit instead, or select **Proceed** to continue editing the form template and all created documents.

![Warning message about limiting edits to in-use forms, where changes made also apply to created documents.](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/edit form warning.png)

**Step 5:** After selecting **Proceed**, you can make minor changes to the form, such as correcting typos. You can add, edit, and delete informational items, but not response items.

If you need to make more significant changes, you can select the **Copy** icon () to create a copy of the form to maintain the original form's data integrity. This is especially recommended if the form is currently tied to an active evaluation process.