CHRS Knowledge Base

Delete Evaluation Documents

Updated on

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.

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
Document search fields

Step 4: Click the check box to select the document to delete.

You can delete only canceled documents.

Document selected

Step 5: Click Continue

Continue button

Step 6: Click Save.

Save button

Step 7: Click OK.

Save confirmation

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