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How to Fill Out Evaluation Forms

Last Updated: May 23, 2016 07:43PM EDT

How to Fill Out Evaluation Forms

Once you have accessed your evaluation, you can complete your evaluation forms on BaselineEdge by completing the following steps.

Step 1

Locate the form title you would like to fill out. Forms are sorted by due date when you first access the evaluation. Use the “Sort,” “Filter” and search options on the top right to assist with this process.


Step 2

Click on the Form button on the plan component to edit.

Note: Some forms require another person associated with the plan, such as the owner or evaluator, to complete a section before you can fill out the rest of the form. If this is the case, you will not be able to view or complete your portion of the form until those parts have been completed and digitally signed.


Step 3

Complete the necessary sections of the form by clicking in the text boxes and typing in the required information.
Note: When you click in a text box, a tool bar will pop up that will allow you to change the format and style of the font.



Step 4

Continue scrolling down the form to fill out each of the necessary sections. The form will automatically save each time you click into another text box. To manually save a form, click “Save” on the top right.


Step 5

When you have completed the form, you can digitally sign the form at the very bottom. Type in your name and click “Digitally Sign.”

Note: A confirmation will come up next to your signature with the date and time the form was signed. Once you leave this form, you will not be able to clear the signature.

Step 6

Click “Save and Close” to close out of the form.

Note: If you digitally signed a form, it will automatically be marked as complete and will have a check mark over the form icon.
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