Update Procedure Archive Status

Step-by-step instructions: Archive an outdated Procedure
Updated 1 week ago

Archive a Procedure you no longer use to take it out of the Portfolio's normal view, while keeping it and every Assignment made from it for reference and auditing. An Archived Procedure can't be assigned or edited. Portfolio Administrators and Leads may archive Procedures.

  1. Select the Procedure and press the Actions tab in the detail pane.
  2. In the Disposal panel, press Archive.
    Archive button in the Disposal panel of the Procedure Actions tab

To see Archived Procedures, switch on the Archived status button in the list header (see Filter or Search Procedures). To restore one, select it and press Unarchive in the same place.

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Overview

  1. Procedures Overview

Step-by-Step

  1. Update Procedure Publish/Draft Status
  2. Delete a Procedure
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