Archive Appraisals & Goals

Archive Goals and Evaluation Documents

This annual event allows you to archive your evaluation documents and goals for the year. This is an important maintenance item after you end a school year and before starting a new school year. Evaluation documents will be converted to a static PDF and they will not be able to modified. Goals, using the Professional Goal, will be moved from the active goal timeline to the archived goal view in the Goals tab. 

Archiving Professional Goals

Note: Goals must be marked Complete by appraisees to be archived.

Goals are archived according to the DATE CREATED and STATE of completion. If a goal was created in 2017 and then marked complete in 2019, then use the archive tool to archive goals for the 2017-2018 dates to pull the completed goals into the archive. If a goal was created in March of a previous year and completed in the fall of the following year, run the archive for the previous year to pull the goals into the archive. 

The archived documents will remain connected to each appraisee and available in the Archive Documents section of the Evaluations tab scree. These documents can be viewed alongside documents for the current year under separate headers labeled for the previous school year. 

 Caution: Documents converted to PDF cannot be changed once the archive process runs.

 To Archive Appraisals & Goals:

• Access Appraisal Settings
• Click Archive Appraisals
• Select items to archive.
• Set the archive dates. Accurate dates are CRITICAL!
  • These dates must be included in the Instructional Calendar created in System Management.
  • The End Date must be the last date evaluations are completed by administrators.
• Click the Archive Now button.

The archive process will begin and may take a few minutes to archive all items into folders viewable in the Evaluations tab, Archived Documents year container. 

 

Optional: Export Archived Documents

If you would like to download a zip file containing all archived documents:

• Access Appraisal Settings
• Click on General Options
• Click the Export tab
• Select the evaluation School Year
• Select the option for sorting by Email Address or Employee ID
• Click the Export Documents button

This will take a few minutes to process to create the zip file for download. The system will email you a link to access the files. This link is sent only to the person who requests the export and uses authentication to verify their identity in order to secure the file export.