Creating a New Evaluation Template

Appraisal administrators can create evaluation templates and use these forms in the evaluation process. They exist within Form Management, which categorizes them into the following form types:

• Evaluation
• Intervention
• Observation
• Reflection
• Summative
• Walkthrough

Created forms are considered Active Forms until an appraisal administrator makes them Inactive.

This article covers how to create a new evaluation template and the basic features of Form Management. If you are looking for information about editing an existing template or importing a template, visit Editing Evaluation Templates and Importing Eduphoria Community Templates respectively.

Creating a New Template

Step 1: Select Settings from the main menu.

Step 2: Select Form Management.

Step 3: Select Create New Form.

Step 4: Enter the template’s Title and select the Form Type from the drop-down menu. Then, click Create.

Step 5: Review the created form template.

To learn how to set up and edit the Template Information, Template Options, and Edit Template tabs, visit Editing Evaluation Templates.