Item Archival Within Circadian Risk

You can archive inspection items to prevent them from showing across the application. That includes current assessments, future assessments and reassessments, graphs and metrics. Archived items can be restored from the item details page. Inspection items added to the assessment for the first time can only be deleted (since they are not saved to the organization until the assessment is completed).

Archiving an Item In Assessments

Assessments are a key interaction point when it comes to item archival. When an organization inspection item comes into existence it can now be archived in follow-up assessments. The archival of an organization inspection item will prevent it from appearing in all future assessments. (Physical Assessment items that are being placed down for the first time will be able to be DELETED and not ARCHIVED.)

Instructions:

1. In the assessment app, navigate to the Physical Inspection section of the assessment.

2. Click on an item to open the Questions Panel.

3. In the utility bar of the Questions Panel, locate the Archive button icon.

4. Click the Archive button icon to archive the item.

5. Review the warning modal displayed to confirm your action.

6. Click the Archive button to finalize the archival of the item.

Open

Archiving From Item Details Page

The items by status page also supports item archival categorization, having it’s own dedicated tab now.

Instructions:

1. On the Items by Status page, locate the Physical Inspection item you wish to archive.

2. Open the Details Page for the non-archived item.

3. In the heading, click the Archive button icon.

4. Review the warning modal to confirm your action.

5. Click Archive to finalize the archival of the item.

Open

Archiving From Item Details Action Side Panel:

Instructions:

1. On the Items by Status page, locate a Physical Inspection item.

2. Click the View button while hovering over a physical inspection item to open the Action Side Panel.

3. In the Action Side Panel, locate the Archive button icon.

4. Click the Archive button icon.

5. Review the warning modal to confirm your action.

6. Click Archive to finalize the archival of the item.

Unarchiving From Archived Tab & Item Details Page:

Instructions:

1. On the Items by Status page, locate the Archived tab in the last status column on the right.

2. Select an archived item you wish to unarchive and open its Item Details page.

3. In the heading, click the Unarchive Icon button.

4. Review the warning modal to confirm your action.

5. Click Unarchive to finalize the unarchiving of the item.