Inactivating an appraisal form

Before you can inactivate an appraisal form, you must first verify that it is currently active. The form's Active field is set to Yes and is not associated with any appraisals that has the status Acknowledged, Canceled, or Incomplete.

After the inactivation process is successfully completed, the Active field of the appraisal form changes to No. All appraisals linked to the deactivated form are automatically updated to a Canceled status.

You can activate appraisal forms when needed after inactivating them.

See Activating an appraisal form.

Select Appraisals.
In the Appraisal Maintenance section, select Components.
Click the arrow icon beside the Appraisal Forms section.
Select the appraisal form, click More Actions, and select Inactivate Appraisal Form.
When prompted, click OK.
When the second confirmation message shows, click OK to move all associated appraisals to Canceled status.

The appraisal form is deactivated. Its Active field changes to No, and a warning message is displayed.

If you click the All tab, all appraisals associated with the deactivated form show a Canceled status. The deactivated form no longer shows in the selection list when you create new appraisals.