---
title: "Moving Unattached Documents and Goals to Staff Processes"
slug: "moving-unattached-documents-and-goals-to-staff-processes"
description: "Learn how to move unattached documents and goals back to the relevant process task in Strive's evaluation system."
updated: 2026-10-13T16:08:09Z
published: 2026-10-13T16:08:09Z
canonical: "support.eduphoria.net/moving-unattached-documents-and-goals-to-staff-processes"
---

> ## 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.

# Moving Unattached Documents and Goals to Staff Processes

After evaluators create documents for their staff members’ evaluation processes, a process manager might change or update the process, resulting in documents and goals being removed. These documents and goals then move to the **Unattached Documents/Goals** section on the relevant staff member’s **Evaluation Process** screen.

Follow these steps to move unattached documents and goals back to the relevant process task.

## Quick Guide

1. Select **Staff** () under Strive’s main menu.
2. Locate the staff member with unattached documents or goals.
3. Expand the **Unattached Documents/Goals** section to review which items aren’t currently attached to the staff member’s process.
4. Select the **Move to Process** button to open a modal.
5. Use the **Move to** drop-down menu to select the process task to which you want to move the document or goal.
6. Understand that moving the document or goal is a permanent action and cannot be undone. If you understand this, check the box and select **Submit** to complete the action.
7. Continue using the document or goal under the correct process task.

## Illustrated Guide

**Step 1:** Select **Staff** () under 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 with unattached documents or goals.

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

**Step 3:** Expand the **Unattached Documents/Goals** section to review which items aren’t currently attached to the staff member’s process. You can review the document or goal by selecting it.

![Overview of evaluation process with unattached documents and goals highlighted for attention.](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/unattached documents goals.png)

**Step 4:** Select the **Move to Process** button to open a modal.

![List of unattached documents with options to move them to a process step.](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/move to process.png)

**Step 5:** Use the **Move to** drop-down menu to select the process task to which you want to move the document or goal.

![Document management interface showing a drop-down menu where users can select which process step to move the document to.](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/move to drop down(1).png)

**Step 6:** Understand that moving the document or goal is a permanent action and cannot be undone. If you understand this, check the box and select **Submit** to complete the action.

> [!WARNING]
> **Caution:** Ensure you are moving the correct document or goal from the current year only.

![Warning about moving a document permanently, with a confirmation checkbox highlighted.](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/submit move(1).png)

**Step 7:** Continue using the document or goal under the correct process task.

## Additional Information

If the **Move to Process** button is grayed out, you either lack permission to move the item or no compatible process task exists. Moving an item requires having the **Create Appraisal Documents** right or being the staff member’s assigned evaluator. Documents can move only to forms tasks that include the same form template. Professional goals and student growth goals can move only to tasks of the corresponding goal type. If no compatible task exists, a process manager must edit the process first before you can move the document or goal. You also have the option to delete the document or goal or wait until the end-of-year archive. However, take care not to prematurely delete any data you need for your evaluation process.

![List of unattached documents with the option to move them to process grayed out.](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/move to process grayed out.png)

## Related

- [Process Management](/process-management.md)
- [Editing a Process](/editing-a-process.md)