How can I set up auto archive for reviews?

Auto Archive automates the review archival process, helping keep your account organized and reducing the number of overdue reviews.

Administrators can configure reviews to:

• Archive automatically as soon as all required review and approval steps are complete.
• Archive a specified number of days after the scheduled Archive Date.

You can also choose whether goals, measurements, and weights are carried forward to the next review cycle or archived with the current review.

Configure Auto Archive

1. Sign in to Trakstar Perform as an Administrator.
2. Navigate to Review Setup.
3. Select the Review Processes tab.

4. Click Edit next to Archive Review.

   

5. Choose one of the available archive options:
   • Archive immediately after approval is complete

   • Archive a specified number of days after the Archive Date

     

6. Configure whether goals, measurements, and weights should be:
   • Carried forward to the next review cycle, or
   • Archived with the current review.
7. Click Save to apply your changes.

Archive Options

Archive Immediately After Approval

Select this option to automatically archive reviews as soon as all required review and approval steps have been completed.

Managers will see messaging throughout the review process indicating that completed reviews will archive automatically once approval is finished.

Archive After the Archive Date

Select this option to archive reviews a specific number of days after the scheduled Archive Date.

This allows completed reviews to remain accessible for a defined period before they are automatically archived. Managers will see messaging indicating when the review will be archived based on the configured schedule.

Carry Forward Goals, Measurements, and Weights

During Auto Archive configuration, you can determine what happens to review content after a review is archived.

Choose whether to:

• Carry forward goals, measurements, and weights into the next review cycle.
• Archive them along with the completed review.

Select the option that best supports your organization's review process.

Manual Archiving

If Auto Archive is disabled, or if reviews are configured to archive a specified number of days after the Archive Date, managers can manually archive completed reviews when appropriate.