---
title: "Setting Up a Summative Copy From an Observation"
slug: "setting-up-a-summative-copy-from-an-observation"
updated: 2025-04-11T16:30:41Z
published: 2025-04-11T16:30:41Z
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 Template**

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

**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**.

![form management.png](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/30300278957335.png)

**Step 3:**Select the **Summative**form type, then locate the template form you want to use.

![summative form type.png](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/30300303660311.png)

**Step 4:** Select the **Template Options** tab, then select the checkbox for **Import existing observation data when summative is created**.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/29181827940887.png)

**Step 5:** Click **Save** to import evaluation data.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/29181827948823.png)

## **Creating a Summative to Match the Observation Template**

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

**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**.

![form management.png](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/30300278957335.png)

**Step 3:**Select the **Summative** form type, then locate the Summative template form you want to copy.

![summative form type.png](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/30300303660311.png)

**Step 4:**Select the **Copy** icon under the template form’s **Action** column.

![copy icon.png](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/30300278960919.png)

**Step 5:** Rename the copy of the Summative template form as needed, then select **Copy**.

![retitle and copy button.png](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/30300278963863.png)

**Step 6:** Review the copied Summative template form.

![copied form.png](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/30300303665047.png)

## **Scoring Information**

Ensure all matrix rows are connected to dimensions in both the **Observation** and the **Summative** templates so you can copy ratings correctly.

**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**.

![form management.png](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/30300278957335.png)

**Step 3:**Select the **Summative**form type, then locate the template form you want to use.

![summative form type.png](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/30300303660311.png)

**Step 4:** Select the **Edit** **Template**tab, then select the **Rubric Rows** to view the connected **Dimensions**.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/29181827971607.png)

Learn more about [Tagging Evaluation Templates for Summatives and Reporting](/v1/docs/tagging-evaluation-templates-for-data-analysis-and-the-summative-panel).

## **Copying Comments and Ratings**

**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**.

![form management.png](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/30300278957335.png)

**Step 3:**Select the **Summative**form type, then locate the template form you want to use.

![summative form type.png](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/30300303660311.png)

**Step 4:** Select the **Edit** **Template**tab, then select the container for **Additional Comments** about the selected domain.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/29181827974935.png)

**Step 5:** To copy comments and ratings, click the **Dimensions** checkboxes under **Item** **Dimensions** in the **Evaluation/Checklist Item**. Then, select **Update**.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/29181827980695.png)

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

## **Scored vs. Not Scored**

If your template is scored and the ratings have a numerical value, the template reports scores based on the numerical value in the matrix. If there is more than one observation, the scores are averaged and rounded up in favor of the teacher. For example, if there are three observations and two evaluators selected proficient while one selected developing, the template copies the proficient rating because proficient was selected more than once.

However, if your template is not scored, then the ratings do not have a numerical value to copy. In this case, the template 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 template 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 ensure it will work with your templates. Learn more about [Copying Observation Data to a Summative Form](/v1/docs/copying-observation-data-to-a-summative-form) for evaluators.