Archive or delete an action plan

Archiving and deleting are different steps. Archiving preserves the plan for consultation in Archived. Deletion permanently removes a plan that has already been archived.

What you will do

You will archive a plan that should not remain in active follow-up and, when permanent removal is necessary, will delete the archived plan.

Who can do this

Users with access to the GRC module and the actions presented on the card or the Kanban of the plan.

Before you start

• Confirm the selected organization and plan.
• Check if the history still needs to be consulted; it is better to file when there is doubt.
• Review the linked actions, responsible parties and controls before deleting.
• Consider the definitive deletion as an irreversible action through the interface.

Menu path

Select GRC → Action plans.

Steps

File an active plan

1. In Assets, locate the correct plan.
2. Open Actions on the card or open the plan and use the Kanban actions.
3. Select Archive.
4. In the confirmation Should I archive this action plan?, check the plan again.
5. Select Archive to confirm.

Permanently delete an archived plan

1. Return to the Action plans page.
2. Select Archived.
3. Locate the correct plan and open Actions on the card or open the plan.
4. Select Delete.
5. In the confirmation Permanently delete this archived plan?, check the impact and the selected plan.
6. Select Delete to confirm the final removal.

Expected result

After filing, the plan leaves Assets, appears in Archived and is only for consultation. After deletion, the plan no longer appears in the list and cannot be recovered by the interface.

Common problems

Related tasks

• Create an action plan
• Interpret results
• Consult audit