Archiving and Deleting Assessments

Overview

Authorized Admin users (with role-based permissions) can archive or delete assessments. 

• Deleting an assessment is permanent. Once deleted, assessments cannot be recovered.

If you have questions about deleting or archiving an assessment, reach out to your Admin user or email Global Support ([e-mail])

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Archiving an Assessment

Ensure any open tasks or non-conformances are reassigned before archiving assessments.

1. Navigate to Reports > Assessments
2. Scroll or use the filters to find the relevant assessment you wish to archive.
3. Check the box next to the assessment(s) you want to archive.
4. Click on the "Bulk Action" dropdown menu.
5. Choose the "Archive" option from the dropdown.

Deleting an Assessment

Deleting an assessment is permanent and cannot be undone/reverted.
Please ensure this action is necessary before proceeding.

1. Make sure the assessment is archived following the steps above.
2. Navigate to the Archived assessments page.
3. Check the box next to the archived assessment.
4. Select the "Bulk Action" dropdown menu.
5. Select "Delete"