Inactivating an appraisal form

Before you can inactivate an appraisal form, you must first verify that it is currently active. The form should have its Active field set to Yes and must not be associated with any appraisals that have the statuses Acknowledged, Canceled, or Incomplete.

Once the inactivation process is successfully completed, the Active field of the appraisal form will change to No. All appraisals linked to the deactivated form will automatically be updated to have the status Canceled.

Additionally, the deactivated appraisal form will no longer appear in the selection list when creating new appraisals.

You can activate appraisal forms when needed after they have been inactivated.

See Activating an appraisal form.

Select Appraisals.
In the Appraisal Maintenance section, select Components.
Click the arrow button beside the Appraisal Forms section.
Select the appraisal form, click the More Actions button, and select Inactivate Appraisal Form.
When prompted, click OK.
When the second confirmation message displays, stating that all associated appraisals will be moved to Canceled status, click OK.

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

If you check the All tab, all appraisals associated with the deactivated form will have the status Canceled. The deactivated form will no longer appear in the selection list when creating new appraisals.