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Setting up Lock View for Evaluations

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Lock View is an extra security measure that allows only the evaluator and their staff member to view an evaluation document. Lock View is recommended for all evaluations of administrators, school leaders, and anyone who evaluates others.

Quick Guide

  1. Select Settings () from the main menu.

  2. Select Form Management.

  3. Select the desired form under the appropriate form type.

  4. Select Advanced Options ().

  5. Under Sharing & Viewing, select Lock the document so only the document creator, corresponding staff member, and district level individuals may view.

Illustrated Guide

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

Step 2: Select Form Management.

form management.png

Step 3: Select the desired form under the appropriate form type.

Form management interface displaying various evaluation types and associated actions.

Step 4: Select Advanced Options ().

Settings page for form management with highlighted advanced options button.

Step 5: Under Sharing & Viewing, select Lock the document so only the document creator, corresponding staff member, and district level individuals may view. Your selection saves automatically and applies to any newly created documents without further action.

Advanced options for document evaluation, including locking the document to be viewable by specific users.