Archiving Questionnaire Templates

You can archive questionnaire templates that are unnecessary or no longer applicable in order to prevent users from launching new assessments using the outdated template without disrupting existing reports, assessments, or rules.

Archiving a template will not affect any active assessments using it. Respondents can still submit their answers, and approvers can continue to approve the assessments. However, once archived, the template will no longer be available for use in future assessments. Archived templates can be unarchived and restored to active use at any point.

To archive a template

  1. On the PIA & DPIA Automation menu, select Templates. The Templates screen appears.

  2. Click the Context Menu icon on the tile for the template you want to archive.
  3. Select Archive Template. A confirmation modal appears.
  4. Click the Confirm button.

To unarchive a template

  1. On the PIA & DPIA Automation menu, select Templates. The Templates screen appears.

  2. Go to the Archive tab.
  3. Hover over the template you wish to unarchive. The Unarchive button appears.


  4. Click the Unarchive button. A confirmation modal appears.
  5. Click the Confirm button.