Before making any editing changes to your Compliance Process, you may wish to archive the Compliance Process for historical purposes. Each Archive record in the list is a snapshot the Compliance Process on that date. The Archive record cannot be edited. The Archives tab contains a list of dates when the Compliance Process has been archived.

Once you create a Record Archive, the Archive remains with the Record for as long as the Record exists. This makes routine archiving a good option for audit purposes.

If you delete a Compliance Process or Risk Record, any archives for those Records are also deleted. Consider making the Record Inactive rather than deleting the Record. This way, you can stop the Record from displaying in lists (by default, inactive Records are not displayed in lists), but still, retain the Record and its Archive history for future reference.

Archive a Compliance Process record

  1. Access the Compliance Processes list page.

  2. Click on a Compliance Process record in the list to open the The ‘Compliance Process’ page. Hover over the Options Hamburger icon and then click the Archive 1 icon.

    The 'Archive' icon
  3. Enter a reason or comment in the edit area 1. Click the Save icon 2 to Archive this Compliance Process. Click the Cancel icon 3 to Close this window.

    The 'Archived' window

    Note: If you paste content, please review Paste From Word

  4. The new Archived record appears in the Archive list.

    The 'Archived' window

Archiving multiple Compliance Process records

  1. Access the Compliance Processes list page.

  2. Hover over the Options Hamburger icon and then click the Archive multiple record 1 icon.

    The 'Archived Compliance record' window

  3. Enter a Reason or comment in the edit area 1. Either select all records 2, or select individual records 3 to Archive. Then click the Save icon 4 to Archive these records.

    The 'Archived Compliance record' window

    Note: If you paste content, please review Paste From Word

  4. Click the Cancel icon 5 to Close this window.



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