Uploading Reference Documents

Reference documents are non-interactive, view-only materials that guide evaluators through their evaluations. Users can upload reference documents tied to specific processes. 

Quick Guide

1. Select Settings () in Strive’s navigation menu.

2. Select Evaluation Options.

3. Select Load Reference Documents.

4. Either select New Reference Document to create and upload a new reference document or select from the list of available reference documents to edit it.

5. Enter a Title and optional Description.

6. In the Select the staff members that should view this document: section, select one or more processes that should view the reference document and click Save ().

7. Select Upload File and browse for the document.

8. Select the file, then click Attach File. 

9. Click Save () to finalize your changes.

Illustrated Guide

Step 1: Select Settings () in Strive’s navigation menu.

Step 2: Select Evaluation Options.

Step 3: Select Load Reference Documents.

Step 4: Either select New Reference Document to create and upload a new reference document or select from the list of available reference documents to edit it.

Step 5: Enter a Title and optional Description.

Step 6: In the Select the staff members that should view this document: section, select one or more processes that should view the reference document and click Save ().

Step 7: Select Upload File and browse for the document.

Step 8: Select the file, then click Attach File.

Step 9: Click Save () to finalize your changes.

The Reference Documents appear at the bottom of a staff member’s evaluation process.