---
title: "Setting Up a Summative Copy From an Observation"
slug: "setting-up-a-summative-copy-from-an-observation"
description: "Streamline your evaluation process by importing observation data into summative forms, ensuring accurate ratings and efficient summaries for the year."
updated: 2026-09-25T22:36:53Z
published: 2026-09-25T22:36:53Z
canonical: "support.eduphoria.net/setting-up-a-summative-copy-from-an-observation"
---

> ## 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.

# Setting Up a Summative Copy From an Observation

The ability to copy prior observation data into the forms saves time and provides a starting point from observations for completing the year’s summary.

## Using an Existing Summative Form

Someone in your district with the [**Appraisal Administrator** role](/v1/docs/roles-for-strive-evaluators) must complete the following steps to activate an evaluator’s ability to import data from observation documents to the summative form.

### Quick Guide

1. Select **Settings** () from the main menu.
2. Select **Form Management**.
3. Select the **My Forms** tab.
4. Select the **Summative** form type, and then locate the form you want to use.
5. Select **Advanced Options** ().
6. Under Scoring & Data, check the box for **Import existing observation data when a Summative is created**. Your selection automatically saves.

### Illustrated Guide

**Step 1:** Select **Settings** () from the main menu.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/29181827931543.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:** Select the **My Forms** tab.

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

**Step 4:** Select the **Summative** form type, and then locate the form you want to use.

![Overview of Form Management with Summative forms highlighted in the list.](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/select summative.png)

**Step 5:** Select **Advanced Options** ().

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/form%20advanced%20options(1).png)

**Step 6:** Under Scoring & Data, check the box for **Import existing observation data when a Summative is created**. Your selection automatically saves.

![Options for importing observation data when a Summative document is created.](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/import existing observation data when summative is created(2).png)

## Creating a Summative to Match the Observation Form

Some districts may use a summative form that more closely resembles the observation form to ensure comments and ratings copy over. Creating a copy of a summative form allows you to match an observation form. This ensures you have the best possible outcome for copying information from the observation to the summative.

### Quick Guide

1. Select **Settings** () from the main menu.
2. Select **Form Management**.
3. Select the **My Forms** tab.
4. Select the **Summative** form type, and then locate the form you want to use.
5. Select the **Copy** icon () under the form’s **Action** column.
6. Rename the copy of the summative form as needed, then select **Create Copy**.
7. Review the copied summative form.

### Illustrated Guide

**Step 1:** Select **Settings** () from the main menu.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/29181827931543.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:** Select the **My Forms** tab.

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

**Step 4:** Select the **Summative** form type, and then locate the form you want to use.

![Overview of Form Management with Summative forms highlighted in the list.](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/select summative.png)

**Step 5:** Select the **Copy** icon () under the form’s **Action** column.

![List of summative forms with associated processes and actions, including the Copy Form icon.](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/copy summative form.png)

**Step 6:** Rename the copy of the summative form as needed, then select **Create Copy**.

![Creating a copy of a summative form.](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/rename summative copy.png)

**Step 7:** Review the copied summative form.

![Form management interface for Library and Media Specialists with goal setting options.](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/copied summative form(1).png)

## **Scoring Information**

Ensure all rows in the matrix response items are assigned framework tags in both the observation and the summative forms so you can copy ratings correctly.

### Quick Guide

1. Select **Settings** () from the main menu.
2. Select **Form Management**.
3. Select the **My Forms** tab.
4. Select the **Summative** form type, and then locate the form you want to use.
5. Review the assigned framework tags for each row in the matrix response items to ensure they are correct.

### Illustrated Guide

**Step 1:** Select **Settings** () from the main menu.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/29181827931543.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:** Select the **My Forms** tab.

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

**Step 4:** Select the **Summative** form type, and then locate the form you want to use.

![Overview of Form Management with Summative forms highlighted in the list.](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/select summative.png)

**Step 5:** Review the assigned framework tags for each row in the matrix response items to ensure they are correct.

![Matrix response rubric with scoring options and framework tags for lesson evaluation.](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/summative framework tag(2).png)

Learn more about [Tagging Evaluation Forms for Data Analysis and the Summative Panel](/v1/docs/tagging-evaluation-forms-for-data-analysis-and-the-summative-panel).

## Copying Comments and Ratings

### Quick Guide

1. Select **Settings** () from the main menu.
2. Select **Form Management**.
3. Select the **My Forms** tab.
4. Select the **Summative** form type, and then locate the form you want to use.
5. Under each text response item, review and select the appropriate framework tags.

### Illustrated Guide

**Step 1:** Select **Settings** () from the main menu.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/29181827931543.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:** Select the **My Forms** tab.

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

**Step 4:** Select the **Summative** form type, and then locate the form you want to use.

![Overview of Form Management with Summative forms highlighted in the list.](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/select summative.png)

**Step 5:** Under each text response item, review and select the appropriate framework tags.

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

> [!NOTE]
> **Note:** Evaluators might need to delete some comments or evidence that copy to multiple dimensions. If you use a form with separate evidence for each dimension, select the dimension individually or check all dimensions to copy comments and evidence for the entire domain.

## **Scored Versus Not Scored**

If your form is scored and the ratings have numerical values, the form reports scores based on those values in the matrix response item. If there is more than one observation, the scores are averaged and rounded up in the teacher's favor. For example, if there are three observations and two evaluators select Proficient while one selects Developing, the form copies the Proficient rating because Proficient was selected more than once.

However, if your form is not scored, the ratings do not have numerical values to copy. In this case, the form reports the most frequently selected rating. For example, if there are three observations and each evaluator selects a different rating (Proficient, Accomplished, and Developing), the form copies over a randomly selected rating.

## **Next Steps**

Notify your evaluators after you turn on the option to import observation data into the summative, and confirm it works with your forms. Learn more about [Copying Observation Data to a Summative Form](/v1/docs/copying-observation-data-to-a-summative-form) for evaluators.

## Related

- [Summative Panel](/summative-panel.md)
- [Tagging Evaluation Forms for Data Analysis and the Summative Panel](/tagging-evaluation-forms-for-data-analysis-and-the-summative-panel.md)