Archiving Old Goals

Appraisees and appraisers can archive goals as long as they were created within the archive date range. An archived goal will move from the list in the current Evaluation Process to the Archived Goals tab. Appraisees and appraisers can view archived goals or copy them into new goals.

Quick Guide: 

1. Select My Evaluation Process to access your evaluation tasks.
2. From the list of tasks (Observation, Walkthrough, Evaluation, etc.), select the drop-down arrow to open the container related to goal setting. 
3. Select the Goal from the list that you would like to archive.
4. Select the Archive button.
5. You can access the archived goal in the Archived Goals tab.

View an article to learn more about the Goal Lifecycle.

Illustrated Guide:

Step 1: Select My Evaluation Process to access your evaluation tasks.

Step 2: From the list of tasks (Observation, Walkthrough, Evaluation, etc.), select the drop-down arrow to open the container related to goal setting. 

Step 3: Select the Goal from the list that you would like to archive.

Step 4: Select the Archive button.

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.

View an article to learn more about the Goal Lifecycle.