Copy Observation Data to Summative Form

To copy comments from the observation template, the Strive Appraisal Administrator manager must change the setting in the Summative Template Options tab to allow Appraisers to select the option to bring comments over to the Summative template. Once this is set, the following steps will allow you to create a summative form with pre-populated form data from the observation form(s). 

Step 1: Select the staff member you will be appraising.

Step 2: Select the Summative evaluation template. 

Step 3: On the pop-up, check the box to Copy existing observation data into my Summative Evaluation. 

The Summative document imports previous scores and comments from the Observation form. Comments from multiple forms will fill the comment boxes using a line break to indicate the separation of comments from forms. 

Scoring Information

For ratings to copy from the Observation to the Summative, ensure you have connected the matrix rows to the dimensions in both the Observation and the Summative templates.

Scored Vs. Not Scored

• If your template is scored and the ratings have a numerical value, it will copy over based on the numerical value in the matrix. If there is more than one observation, it will average the scores and round up in favor of the teacher.
• If your template is NOT scored, then the ratings DO NOT have a value. It will pick the most frequently selected rating.
  • Example: If you have three observations, and in question #2 (matrix), two appraisers selected ‘proficient’ and one selected ‘developing’, the template would copy the ‘proficient’ rating over because it was selected more than once.
  • Example: If you have multiple observations and in question #2 (matrix) you have one ‘proficient’, one ‘accomplished’, and another that is ‘developing’, the answer will be randomly selected.