Exploring Goal Statuses

When you select a goal in your Evaluation Process, the menu options allow you to determine the steps needed to archive a goal. 

Scenario: You created a goal but haven’t submitted it. You can still edit the goal.

You can perform the following options for the goal:

• Delete
• Copy to New Goal
• Submit for Approval

Scenario: You submitted the goal and are waiting for the Appraiser’s approval.

You can perform the following options for the goal:

• Delete
• Copy to New Goal

Scenario: Your Appraiser approved your goal.

You can perform the following options for the goal:

• Edit Approved Goal
• Delete
• Copy to New Goal
• Complete

Editing an approved goal will require you to resubmit it for approval. Selecting Complete will accomplish the goal.

Scenario: You marked your goal as complete.

You can perform the following options for the goal:

• Delete
• Copy to New Goal
• Reopen
• Archive

Reopening the goal removes its Completed status and makes it active again.

Scenario: You archived a goal and can view it in the Archived Goals tab.

You can perform the following options for the goal:

• Delete
• Copy to New Goal

Note: Do not delete archived goals as they contain evaluation history data.