Archiving and Unarchiving Assessments

Users have the capability to archive active assessments. This functionality can assist users archiving assessments in order to better organize and manage their Assessment List and distinguish between Active and Inactive assessments. This will also assist users in maintaining older assessments for reporting and audit purposes, and remain separate from active work and dashboard metrics. Archiving an assessment converts the assessment to read-only and prevents editing, but has no impact on the assessment’s previous responses or any linked inventory records.

CAUTION:

If you archive an assessment, it will remain in the archived state indefinitely and can only be deleted manually by an admin. There are no auto-delete or retention rules for archived assessments.

To archive assessments

  1. On the PIA & DPIA Automation menu, select Assessments > Active. The Assessments screen appears.

  2. Select the Context menu icon on the row of the assessment you want to archive.
  3. Select the Archive option. The Archive an assessment modal appears.


  4. Click the Confirm button.

To bulk archive assessments

Users have the capability to archive multiple assessments all at once. This bulk archiving of assessments will transfer the selected assessments to the Archive queue.

  1. On the Assessments screen, select the checkboxes next to the assessments you wish to archive.
  2. Select the Context menu icon located in the highlighted blue banner.


  3. Select the Archive option. The Bulk archive assessments modal appears.


  4. Click the Confirm button.

To unarchive assessments

Users have the ability to unachive assessments. This functionality will re-position the assessment from the Unarchive queue to the Active assessment list.

  1. On the PIA & DPIA Automation module, select Assessments > Archive. The Archived assessments screen appears.

  2. Select the Context menu icon of the assessment you want to unarchive.
  3. Select the Unarchive option. The Unarchive an assessment modal appears.


  4. Click the Confirm button.

To bulk unarchive assessments

Users have the ability to unarchive assessments in bulk. This functionality will re-position the selected assessments from the Unarchive queue to the Active assessment list.

  1. On the Archive menu, select the checkboxes next to the assessments you wish to unarchive.


  2. Click the Unarchive button on the highlighted blue banner. The Bulk unarchive assessments modal appears.


  3. Click the Confirm button.

To archive assessment while reassessing

Archive Assessments functionality will allow users to leverage the full capabilities of Reassessment while also maintaining a one-to-one relationship between their inventory records and assessments in their internal systems.

For more information on Reassessing Assessments, see Launching a Reassessment.

  1. On the PIA & DPIA Automation menu, select Assessments > Active. The Assessments screen appears.

  2. Select the Name of the assessment you want to reassess.
  3. Select the Context menu icon and select the Reassess option. The Reassess screen will appear.


    Note:

    If enabled, the original assessment will be moved to the Archived list. The original assessment will no longer be active until it is unarchived.

  4. Select the Archive original assessment setting.
  5. Click the Send button.