Deleting or Removing a Locked Document

When an Appraiser and Appraisee both sign a document, even if one submits it as refused, the document is locked and cannot be edited. Documents cannot be unlocked.

Users must recreate the document as a new document and delete/remove the locked document. Only users with the Appraisal Administrator role can remove documents. 

Users with the approved right can remove a signed document in two ways: 

• Delete a signed document directly from the staff member’s evaluation process.
• Remove a signed document from the settings menu.

Option 1: Delete a Document

1. Navigate to Appraisees under Appraisal on the navigation bar.
2. Select and open the Appraisee’s document.
3. Click the Delete button. 

Options 2: Remove from Settings

1. Navigate to the Appraisal Settings gear, then select General Options under Appraisal Settings. 
2. Select the Document Removal tab. 
3. Search for the appropriate staff member under Select User. 
4. Choose the appropriate document(s), then select Remove Document.