---
title: "Archiving Evaluations and Goals at the End of the Year"
slug: "archiving-appraisals-and-goals-at-the-end-of-the-year"
updated: 2026-06-08T15:08:40Z
published: 2026-06-08T15:08:40Z
---

> ## 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.

# Archiving Evaluations and Goals at the End of the Year

District administrators can archive the current year’s evaluation documents and goals at the end of the instructional year. Archiving evaluation documents and goals is an important maintenance task to complete before the start of a new school year.

## **Performing the Archive**

The date range for your archive must be wider than your school year to capture items that start early or finish late. A district appraisal administrator or system administrator must temporarily edit the instructional calendar dates. Eduphoria recommends setting the date range to begin before the week of teacher in-service at the beginning of the year and end mid-June after the deadline to complete all evaluations.

Before archiving, keep the following considerations in mind:

- When you archive an evaluation document, it is converted to a static **PDF**that cannot be modified. The archived documents remain connected to each staff member and are available in the **Archived Evaluations** tab of **My Process**. You can view these documents alongside the current-year documents under separate headers labeled for the previous school year.
- You can mass-archive goals and evaluation documents, including reflections, walkthroughs, summatives, and more.
- Documents converted to PDF cannot be changed once the archive process runs.
- You can archive evaluation documents and goals at the same time or set different date ranges for goals to be archived separately.
- Archiving moves goals from the active goal timeline to the archived goal view using the Professional Goal feature.
- Goals are archived by the creation date, not the start date.
- You can archive any Professional Goal or Student Growth Goal regardless of its current status. Check the dates before archiving to ensure current goals are not archived.

> [!CAUTION]
> **Warning:** Accurate dates are critical. These dates must be included in the instructional calendar created in**Management**. If your district creates goals in the spring, you must adjust the dates accordingly.

### **Quick Guide**

If you are a user archiving evaluation documents or goals within the instructional calendar year, you can skip to Steps 8-12.

> [!NOTE]
> **Note:** If you are using different dates for your goals and evaluation documents, you must archive those parts separately in Step 11 and set the dates in the instructional calendar for each. For example, if your district creates goals in the spring during or after the summative conference, you must set the date range for the goals archive to include those dates. Uncheck both goal types in the goal archive section when you archive your evaluation documents. Once the evaluation archive is completed, widen the date range in the instructional calendar, uncheck the evaluation document types, check the goal types, then run the archive again.

1. Navigate to **Management**.
2. Select **School Calendars**( calendar_month ) from the main menu.
3. Locate and select the current school year’s calendar in the list.
4. Select**Start Date** and **End Date**, and record the current dates for the school year. You will reset the Start and End Dates to the recorded dates after the archive process is complete.
5. Select **Start Date**and choose an earlier date before the teacher in-service day begins. Select **Change** to confirm the date.
6. Select **End Date** and choose a later date after the deadline for administrators to complete their evaluations. Select **Change** to confirm the date.
7. Select the **Management**icon ( build ) at the top-right and select **Strive** to switch to the application.
8. Select **Settings**( settings ) from Strive’s main menu.
9. Select **Evaluation Setup**( grading ).
10. Under **Evaluation Management**, select **Archive Appraisals**.
11. Select the checkboxes to choose which **Items to Archive**and which **Goals to Archive**. Then set the **Start Date**and **End Date** to match the instructional calendar’s date range.
12. Select **Archive Now**.
13. After archiving has completed, return to the Management application.
14. Select **School Calendars** to locate the current year’s instructional calendar again. Reset the **Start** and **End Dates**to the original dates you recorded, and select **Change** for both.

### Illustrated Guide

If you are a user archiving evaluation documents or goals within the instructional calendar year, you can skip to Steps 8-12.

**Step 1:**Navigate to **Management**.

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

**Step 2:**Select **School Calendars**( calendar_month ) from the main menu.

![Navigation menu displaying options for organization settings, including school calendars.](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/school calendars(2).png)

**Step 3:**Locate and select the current school year’s calendar in the list.

![List of reporting year layouts with 2025-26 highlighted for selection.](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/list of instructional calendars.png)

**Step 4:**Select**Start Date** and **End Date**, and record the current dates for the school year. You must change the instructional calendar back to these dates after the archive is complete to preserve the historical record of your current school year.

![Instructional calendar for the 2025-26 school year, highlighting important school days and events.](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/instructional calendar start and end dates.png)

**Step 5:**Select **Start Date**and choose an earlier date before the teacher in-service day begins. For example, you could choose August 1 depending on your district’s needs. Select **Change** to confirm the date.

![A calendar interface that allows selecting and changing the start date.](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/change start date.png)

**Step 6:**Select **End Date** and choose a later date after the deadline for administrators to complete their evaluations. For example, you could choose June 15 depending on your district’s needs. Select **Change** to confirm the date.

![A calendar interface that allows selecting and changing the end date.](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/change end date.png)

**Step 7:**Select the **Management**icon ( build ) at the top-right and select **Strive** to switch to the application.

![Menu option to switch applications with 'Strive' highlighted for selection.](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/switch applications strive.png)

**Step 8:**Within Strive, select **Settings** ( settings ) from the main menu.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/29180002701591.png)

**Step 9:**Select **Evaluation Setup**( grading ).

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/29180002707351.png)

**Step 10:**Under **Evaluation Management**, select **Archive Appraisals**.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/29180017059479.png)

**Step 11:**In the **Items to Archive**and **Goals to Archive**sections, select the checkbox for each type of document and goal you want to archive. Then set the **Start Date**and **End Date** to match the instructional calendar’s date range.

> [!NOTE]
> **Note:** If you are using different dates for your goals and evaluation documents, you must archive those parts separately and set the dates in the instructional calendar for each. For example, if your district creates goals in the spring during or after the summative conference, you must set the date range for the goals archive to include those dates. Uncheck both goal types in the goal archive section when you archive your evaluation documents. Once the evaluation archive is completed, widen the date range in the instructional calendar, uncheck the evaluation document types, check the goal types, then run the archive again.

![Selections of evaluation documents and goals to be archived between the set start and end date ranges.](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/items and goals to archive.png)

**Step 12:**Select **Archive Now**.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/29180017065367.png)

The archive process might take a few minutes to archive all items into folders. Once the process is complete, you can view archived items in the **Archived Evaluations** tab in **My Process**.

**Step 13:** After archiving has completed, return to the Management application.

![A menu to switch applications, highlighting 'Management.'](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/switch applications management.png)

**Step 14:**Select **School Calendars** ( calendar_month ) to locate the current year’s instructional calendar again. Reset the **Start** and **End Dates**to the original dates you recorded, and select **Change** for both.

![Instructional calendar screen, located by selecting 'School Calendars.'](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/instructional calendar screen.png)

## **Optional: Exporting Archived Documents**

In Strive, you can download a **ZIP** file containing all archived documents to save a copy to your device.

### Quick Guide

1. Select **Settings** ( settings ) from the main menu.
2. Select **Evaluation Setup**( grading ).
3. Under **Configuration Options**, select **General Options**.
4. Select the **Export** tab.
5. Select the evaluation **School Year**.
6. Use the **Directory Name**drop-down menu to choose **Email Address** or **Employee ID** as the sorting option.
7. Select **Export Documents**.

### Illustrated Guide

**Step 1:**Select **Settings** ( settings ) from the main menu.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/29180002701591.png)

**Step 2:**Select **Evaluation Setup**( grading ).

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/29180002707351.png)

**Step 3:**Under **Configuration Options**, select **General Options**.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/29180017069847.png)

**Step 4:**Select the **Export** tab on the General Options screen.

![Options to export archived evaluation documents for the 2025-26 school year.](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/general options export(1).png)

**Step 5:**Select the evaluation **School Year**.

**Step 6:**Use the **Directory Name**drop-down menu to choose **Email Address** or **Employee ID** as the sorting option.

> [!NOTE]
> **Note:** Make sure the Employee IDs have been imported into Eduphoria before selecting that option. This can be done using either [Active Directory User Syncing](/v1/docs/setting-up-active-directory-user-syncing), [Secure File Transfer Protocol (SFTP)](/v1/docs/access-keys), or a [manual import](/v1/docs/importing-user-accounts).

![Drop-down menu showing options for selecting a directory name, including email address and employee ID.](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/directory name.png)

**Step 7:**Select **Export Documents**.

![Options to export archived evaluation documents.](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/export documents.png)

Creating the ZIP file for download might take a few minutes. When complete, the system emails you a link to access the files. This link is sent only to the person who requests the export and uses authentication to verify their identity, ensuring the file export is secure.

## **Additional Resources**

[Embedded content](https://www.youtube.com/embed/xirAXWQ9Pwc)

[Embedded content](https://www.youtube-nocookie.com/embed/MvY4BoIl6Zk)