Create a New Evaluation Template

Groups

A group contains one or more items.  For instance, a section on a form entitled "Classroom Management" may contain several check boxes about how a teacher manages their classroom.  The entire section "Classroom Management" is the group, and the individual check boxes would each be an item.  A group can also be used to create a header for a form without attaching items to it.  

The image below is a preview of a New Group including an Instruction box, 2 checkboxes, and 1 checkbox with a text field.  

Matrix Group

Matrix groups are special groups designed to store information in columns and rows format.  You can have as many rows as desired, but you can only have up to five columns.  Ideally, these are used to rate staff in various areas across up to five levels of performance.  

Below is a preview image of how Matrix Groups appear as columns and rows in a form.

Item

Items can be checkboxes, check boxes with text, comment boxes, or instructions. 

Creating and Editing New Groups

• Choose New from the drop-down list and choose New Group or New Matrix Group
• Type in a name for the new group under Group Name and click Update
• Continue adding as many groups as you need
• Use the Up or Down arrows to change the group order
• Click on the group name again to rename the group
• Click the red X to delete a group or specific item. 

Creating and Editing Items within Groups

1. Select the group you wish to add items to.
2. Choose New from the drop-down list and choose New Item.
3. Type in the name of the new item under Item Name and choose the type of item from the drop-down box.
   • Types of items:
     • Check Box - allows the evaluator to make selections by clicking the box.
     • Check Box with Text - allows the evaluator to type text next to the Check Box.  A common example would be when you have an 'Other' option and the evaluator needs to enter text. Note: Check box with Text does not function on handheld devices.
     • Comment Box - allows the evaluator to enter text, and you will need to select how many lines tall this box should be. 
     • Instructions - instructions about the template itself.
     • Goals - will pull enhanced goal information from the Goals tab into a form
4. Select Update to add the item to that group.
5. Continue adding as many items as needed.

• Use the Up or Down arrows to change the item order.
• Click the item name again to rename the item.
• Click the red X to delete an item.

Adding Appraiser Comments to a Reflection Template

To allow the appraiser to make comments on a Reflection document (one initiated by the appraisee) you will create a new item and select Comment Box as the item type.  Then use the dropdown menu to select the Comment Type and set it to Appraiser Comments.

Once you have added all the necessary groups and items for those groups, you can use the Preview button to see what the new template will look like. Remember to click Save in order to save changes to the template. 

Use the Delete Template button at the top should you need to delete this template. 

As you change the template, it will not modify the existing evaluations created using this template.  However, if you wish to retroactively update all existing evaluations that have used this template to match your changes, then click Update Existing Documents to update any walkthrough templates already completed.  Use caution when updating a template, as you can erase information. 

Note: In order for your new Evaluation template to be available to the Appraiser, you will need to connect it to an Appraisee Type that will be using that template for evaluations.