Overview
This job aid shows campus administrators how to delete evaluation documents.
Background
Cancel and then delete documents that were created in error.
- You can only delete a canceled document. To cancel a document, see Cancel Evaluation Documents.
- While cancellation prevents work on the document, but leaves it in the database, deletion removes the data from the database.
- It cannot be recovered.
Delete an evaluation document
Step 1: Open the Navbar button.
Step 2: Navigate to Workforce Development > Performance Management > Performance Documents > Administrative Tasks > Delete Document
Step 3: Search for the document by using any of these search fields:
- (Employee) First name
- Last Name
- Manager First Name
- (Manager) Last Name
- Document Type
- Document Status
- Period begin and end dates
Step 4: Click the check box to select the document to delete.
You can delete only canceled documents.
Step 5: Click Continue
Step 6: Click Save.
Step 7: Click OK.
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