Archiving requests

Roles and permissions

The following roles can archive requests:

Administrators
Compliance managers with manager permissions
Users with manager permissions

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

Archived requests and their associated objects are hidden from these areas of Hyperproof:

Archived requests on the Work Items > Request tab.
Archived requests on controls on the Details tab > Links > Requests.
Tasks on archived requests on the Work Items > Tasks tab.
Issues on archived requests on the Work Items > Issues tab.

The following items are hidden when viewing an archived request. They are restored if the request is unarchived.

Proof linked on an archived request's Proof.
Controls linked on an archived request's Controls.
Objects linked on an archived request's Linked objects except for the parent audit.
Tasks on an archived request that were in the Not started or In progress status are automatically cancelled. They remain in the Cancelled status if the request is unarchived.

Bulk archiving requests

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

From the left menu, select Audits or Assessments.
Select your audit or assessment.
Select the Requests tab.
Requests tab in an audit.
Requests tab in an assessment.
Select the Grid view icon if the requests are displayed in card view.
Select the checkboxes next to the requests you want to archive.
Click Archive.
The Review and confirm window displays.
Click Confirm.
The requests are archived.

Archiving from request details

A request can be archived directly from the details panel on the request.

Note

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

From the left menu, select Audits or Assessments.
Select your audit or assessment.
Select the Requests tab.
Requests tab in an audit.
Requests tab in an assessment.
Select the request you want to archive.
In the right pane, click the Archive icon.
The Archive confirmation window displays.
Click Archive.
The request is archived.

Viewing archived requests

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

From the left menu, select Audits or Assessments.
Select your audit or assessment.
Select the Requests tab.
Requests tab in an audit.
Requests tab in an assessment.
Select the Grid view icon if the requests are displayed in card view.
Scroll to the end of the requests list, then click Show archived.
The list of archived requests is displayed.
Select the request to show the details panel for the request.

In this section: