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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.

Archiving evaluations in bulk

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.

    evaluations-tab-generic.png
  4. Click the Grid view icon.

    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 a single evaluation

Note

Evaluations can also be accessed via Work items. From the left menu, select Work items, then select the Evaluations tab.

  1. From the left menu, select Assessments.

  2. Select your assessment.

  3. Select the Evaluations tab.

    evaluations-tab-generic.png
  4. Select the evaluation you want to archive.

  5. From the right pane, click the Archive icon.

    evaluation-archive-icon.png

    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.

    evaluations-tab-generic.png
  4. Click the Grid view icon.

    grid-view-generic.png
  5. At the bottom of the page, click Show archived.

    evaluations-show-archived.png

    The list of archived evaluations is displayed.

  6. Select an evaluation to show its details.