---
title: "Locking and Unlocking an Evaluation Document"
slug: "locking-unlocking-evaluation-document"
updated: 2026-08-11T20:34:18Z
published: 2026-08-11T20:34:18Z
canonical: "support.eduphoria.net/locking-unlocking-evaluation-document"
---

> ## 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.

# Locking and Unlocking an Evaluation Document

Evaluation forms offer options to enhance security in the evaluation process. Evaluators can [enable the setting to lock the document](/v1/docs/setting-up-lock-view-for-evaluations) from a form’s **Advanced Options** (), so that only the evaluator and the staff member can view its contents. From that point, the evaluator can lock and unlock any documents they create for the staff member based on that form.

## Quick Guide

1. Select **Staff** () in Strive’s main menu.
2. Locate the staff member for whom you want to create a document.
3. Select the **Quick Start a Document** icon ().
4. Use the drop-down menu to locate and assign details to the document, then select **Create**.
5. Complete the locked document as needed, and select **Let Staff View** () once you need the staff member to access the document. The evaluator and the assigned staff member both see the **Locked** icon () on the document. Only the evaluator can select **View Locked** () to switch the document view from Locked to Unlocked.
6. If needed, you can lock the document again by selecting **View Unlocked** ().

## Illustrated Guide

**Step 1:** Select **Staff** () in Strive’s main menu.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/staff(1).png)

**Step 2:** Locate the staff member for whom you want to create a document.

![Staff list showing teachers and evaluators at Texas Middle School with details.](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/locate staff jayla.png)

**Step 3:** Select the **Quick Start a Document** icon ().

![Highlighting the Quick Start a Document icon on a teacher's staff card.](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/quick start a document jayla.png)

**Step 4:** Use the drop-down menu to locate and assign details to the document, then select **Create**.

![Document creation interface for T-TESS evaluation process, highlighting grade level and subject.](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/quick start jayla details.png)

**Step 5:** Complete the locked document as needed, and select **Let Staff View** () once you need the staff member to access the document. The evaluator and the assigned staff member both see the **Locked** icon () on the document.

![Document details for a locked T-TESS v2 walkthrough including evaluator, staff member, and schedule.](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/let staff view locked document.png)

Only the evaluator can select **View Locked** () to switch the document view from Locked to Unlocked. A message appears, stating that the document is now visible to anyone with view rights for this school.

![Toolbar displaying options including 'View Locked' and other document actions.](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/view locked.png)

![Document visibility notification for users with view rights for the school.](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/unlocked document message(1).png)

**Step 6:** If needed, you can lock the document again by selecting **View Unlocked** (). A message appears, stating that the document is now only visible to you (the evaluator), the staff member you are evaluating, and district-level individuals.

![Interface showing options including 'View Unlocked' and other document actions.](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/view unlocked.png)

![Document visibility restricted to specific individuals for evaluation purposes.](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/locked document message(2).png)