---
title: "Tagging Evaluation Forms for Data Analysis and the Summative Panel"
slug: "tagging-evaluation-templates-for-data-analysis-and-the-summative-panel"
updated: 2025-05-22T20:30:36Z
published: 2025-05-22T20:30:36Z
---

> ## 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.

# Tagging Evaluation Templates for Data Analysis and the Summative Panel

Frameworks connect data from multiple steps in the process or different templates based on the dimensions to which the elements are tagged. Learn more about [building and modifying frameworks](/v1/docs/building-and-modifying-frameworks).

## **Quick Guides**

### **Adding Framework Dimensions to Templates**

1. Go to **Settings**>**Form Management**.
2. Select a template matching your framework.
3. On the **Template Information** tab, use the **Framework** drop-down menu to select the framework that matches the template.
4. Select **Save**.

### **Tagging Matrix Group Items**

1. Create or open a template that uses matrix groups. Then, on the **Edit Template** tab, expand a **Matrix Group** to open the container and select **Rows**.
2. Double-click a row item to open it in the edit box.
3. Select the dimension from the list and click **Update Row**.
4. Using the **Dimensions**drop-down menu, choose the dimension to apply to the row.
5. Repeat for each matrix group item in the form.
6. Select **Save** and then **Update Existing Documents**.

### **Tagging Evidence, Comments, and Checkboxes**

1. Create or open a template that uses matrix groups. Then, on the **Edit Template** tab, expand a **Group**to open the container and select an item in the group, such as a checklist item.
2. In the **Item Dimensions** section, select the checkbox for each dimension you want to add.
3. Click the **Update** button.
4. Repeat each item in the form.
5. Select **Save** and then **Update Existing Documents**.

## Illustrated Guides

### **Adding Framework Dimensions to Templates**

**Evaluation** **Templates** are developed using a variety of items, groups, and matrix groups for entering evaluation information. Each of these items can have dimensions and standards tagged for reporting.

**Step 1:** Select **Settings**from the navigation menu.

![accessing settings.png](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/30301336730135.png)

**Step 2:** Choose **Form Management**.

![form management.png](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/30301389114391.png)

**Step 3:** Select a template matching your framework from the appropriate form type. You can search by title or use the filters to help locate a template form.

![form management table.png](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/30301336731415.png)

**Step 4:** On the **Template Information** tab, use the **Template** **Framework** drop-down menu to select the framework that matches the template.

**Step 5:**Select **Save**.

![select framework.png](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/30301389115415.png)

### **Tagging Matrix Group Items**

**Matrix Groups** are designed to store information in columns and row format. This format can be used to rate staff on various descriptors for up to five levels of performance.

**Step 1:** Create or open a template that uses matrix groups. Then, on the **Edit Template** tab, expand a **Matrix Group** to open the container and select **Rows**.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/29184867685911.png)

**Step 2:** Double-click a row item to open it in the edit box.

**Step 3:**Select the dimension from the list and click **Update Row**.

**Step 4:** Using the **Dimensions**drop-down menu, choose the dimension to apply to the row.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/29184867691415.png)

![EditFrame5.gif](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/29184853360279.png)

**Step 5:** Repeat these steps for each matrix group item in the form.

**Step 6:**Select **Save** and then **Update Existing Documents**.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/29184853365783.png)

> [!NOTE]
> **Note:** If you are updating a document that has already been used, select **Save**. Then, click the **Update Existing Documents** button to apply these tags to evaluations that have already been completed. If you do not select **Update Existing Documents,**the changes only apply to new documents.

### **Tagging Evidence, Comments, and Checkboxes**

> [!NOTE]
> **Note:** Tags are invisible to evaluators and staff members. Tags are only visible to Appraisal Administrators who set them up to help with reporting, analysis, and the Summative Panel.

Evidence and comments use the Comments item type that can be added to a Group. Groups are indicated by the blue building blocks icon.

If the item you are adding is related to a single dimension, select the item, and tag it to that dimension. If the item is related to more than one dimension, such as a comments box for the entire domain, determine the best way to use those comments. You can either tag all of the dimensions in that domain or not tag any.

> [!NOTE]
> **Note:** When tagging multiple dimensions to a comment or evidence box, those comments appear in all dimensions in the Summative Panel. The evaluator must then copy the specific portion of the comments to the correct dimension in the document.

**Step 1:** Create or open a template that uses matrix groups. Then, on the **Edit Template** tab, expand a **Group**to open the container and select an item in the group, such as a checklist item.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/29184867705239.png)

**Step 2:** In the **Item Dimensions** section, select the checkbox for each dimension you want to add.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/29184853373207.png)

**Step 3:** Click the **Update** button.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/29184867715735.png)

**Step 4:** Repeat these steps for each item in the form.

**Step 5:** Select **Save** and then **Update Existing Documents**.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/29184853365783.png)

> [!NOTE]
> **Note:** If you are updating a document that has already been used, select **Save**. Then, click the **Update Existing Documents** button to apply these tags to evaluations that have already been completed. If you do not select **Update Existing Documents,**the changes only apply to new documents.