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Archiving evaluations

Roles and permissions

The following roles can archive evaluation:

  • Administrators

  • Compliance managers with manager permissions on the evaluation

  • Users with manager permissions on the evaluation

Archiving an evaluation removes it from view, but doesn’t completely delete it from Hyperproof. This is helpful should you need to access an archived evaluation in the future. For information on unarchiving, see Unarchiving evaluations.

Bulk archiving evaluations

Multiple evaluations can be archived at once whenever they are shown in grid view.

  1. From the left menu, select Assessments.

  2. Select your assessment.

  3. Select the Evaluations tab.

  4. Select the Grid view icon if the evaluations are displayed in card view.

    grid-view-generic.png
  5. Select the checkboxes next to one or more evaluations you want to archive.

  6. Click Archive.

    The Review and confirm window displays.

  7. Click Confirm.

    The evaluations are archived.

Archiving from evaluation details

An evaluation can be archived directly from the details panel on the evaluation.

Note

You can also access evaluations via Work items. From the left menu, select Work items, and then select the Evaluations tab.

  1. From the left menu, select Assessments.

  2. Select your assessment.

  3. Select the Evaluations tab.

  4. Select the evaluation you want to archive.

  5. Click the Archive icon archive-icon.png on the top right of the evaluation details.

    The Archive confirmation window displays.

  6. Click Archive.

    The evaluation is archived.

Viewing archived evaluations

Evaluations that are archived can be accessed so that you can view the details or unarchive them.

  1. From the left menu, select Assessments.

  2. Select your assessment

  3. Select the Evaluations tab.

  4. Select the Grid view icon if the evaluations are displayed in card view.

  5. Scroll to the end of the evaluations list and click Show archived.

    The list of archived evaluations is displayed.

  6. Select the evaluation to show the details panel for the request.