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Archiving and unarchiving an assessment

Roles and permissions

The following roles can archive and/or unarchive an assessment:

  • Administrators

  • Compliance managers with manager permissions for the assessment

  • Users with manager permissions for the assessment

Archiving an assessment removes it from view, but doesn’t completely remove it from Hyperproof. This is helpful should you need to access an archived assessment in the future.

Archiving an assessment

  1. From the left menu, select Assessments.

  2. Select your assessment.

  3. Select the ... More options tab, and then click Archive assessment.

    archive-assessment-link.png

    The Archive assessment window opens.

  4. Click I understand the consequences, archive this assessment.

    The assessment is archived.

Unarchiving an assessment

  1. From the left menu, select Assessments.

  2. Click the arrow next to Assessments, and then click Archived.

    archived-assessments.png
  3. Select the assessment you want to view and/or unarchive.

    The archived assessment overview works the same as the active assessment overview. You can select and view all components of the archived assessment including requests, notes, and linked labels and proof.

  4. Click Unarchive.

    The Unarchive assessment window opens.

  5. Click I understand the consequences, unarchive this assessment.

    Any objects, such as labels and proof, linked to the assessment prior to archiving are still in place.