---
title: "Locking and Unlocking an Evaluation Document"
slug: "locking-unlocking-evaluation-document"
description: "Strive evaluation forms allow evaluators to lock and unlock staff documents, controlling visibility for staff and authorized district users."
tags: ["Evaluation Forms", "Document Security", "Locked Documents"]
updated: 2026-10-16T20:22:10Z
published: 2026-10-16T20:22:10Z
canonical: "support.eduphoria.net/locking-unlocking-evaluation-document"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.eduphoria.net/llms.txt
> Use this file to discover all available pages before exploring further.

# Locking and Unlocking an Evaluation Document

Evaluation forms offer options to enhance security in the evaluation process. Evaluators can [enable the setting to lock the document](/v1/docs/setting-up-lock-view-for-evaluations) from a form’s **Advanced Options** (), so that only the evaluator and the staff member can view its contents. From that point, the evaluator can lock and unlock any documents they create for the staff member based on that form.

## Quick Guide

1. Select **Staff** () in Strive’s main menu.
2. Locate the staff member for whom you want to create a document.
3. Select the **Quick Start a Document** icon ().
4. Use the drop-down menu to locate and assign details to the document, then select **Create**.
5. Complete the locked document as needed, and select **Submit to Staff Member** () once you need the staff member to access the document. The evaluator and the assigned staff member both see the **Locked** icon () on the document. Only the evaluator can select **View Locked** () to switch the document view from Locked to Unlocked.
6. If needed, you can lock the document again by selecting **View Unlocked** ().

## Illustrated Guide

**Step 1:** Select **Staff** () in Strive’s main menu.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/staff(1).png)

**Step 2:** Locate the staff member for whom you want to create a document.

![Staff list showing teachers and evaluators at Texas Middle School with details.](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/locate staff jayla.png)

**Step 3:** Select the **Quick Start a Document** icon ().

![Highlighting the Quick Start a Document icon on a teacher's staff card.](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/quick start a document jayla.png)

**Step 4:** Use the drop-down menu to locate and assign details to the document, then select **Create**.

![Document creation interface for T-TESS evaluation process, highlighting grade level and subject.](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/quick start jayla details.png)

**Step 5:** Complete the locked document as needed, and select **Submit to Staff Member** () once you need the staff member to access the document. The evaluator and the assigned staff member both see the **Locked** icon () on the document.

![Instructional feedback form showing locked document details and highlighted Submit to Staff Member button.](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/let staff view locked document(1).png)

Only the evaluator can select **View Locked** () to switch the document view from Locked to Unlocked. A message appears, stating that the document is now visible to anyone with view rights for this school.

![Toolbar showing options to show evaluator notes, print, delete, and view the locked document.](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/view locked(1).png)

![Document visibility notification for users with view rights for the school.](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/unlocked document message(1).png)

**Step 6:** If needed, you can lock the document again by selecting **View Unlocked** (). A message appears, stating that the document is now only visible to you (the evaluator), the staff member you are evaluating, and district-level individuals.

![Toolbar showing options to show evaluator notes, print, delete, and view the unlocked document.](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/view unlocked(1).png)

![Document visibility restricted to specific individuals for evaluation purposes.](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/locked document message(2).png)

## Related

- [FAQ and Troubleshooting for Evaluators](/faq-troubleshooting-for-evaluators.md)
- [Setting up Lock View for Evaluations](/setting-up-lock-view-for-evaluations.md)
- [Deleting or Removing a Document](/deleting-or-removing-a-signed-document.md)