Archive or delete an evaluation

Remove an assessment from the active flow or permanently delete an archived assessment.

Archiving and permanently deleting are different steps from the cycle of an assessment. Archiving preserves the assessment for consultation in the Archived list. Permanent deletion removes the archived assessment and its associated information.

What you will do

You will remove an assessment from the active list and, if the exclusion is really necessary, you will definitely remove the already archived assessment.

Who can do this

Group Administrator, Organization Administrator or Organization Analyst with access to the assessment. The options are disabled for other profiles.

Before you start

Confirm the active organization and the name of the assessment.
Keep reports or information that will still be needed.
Inform the participants before withdrawing an evaluation in use from the active flow.
Consider filing first. Permanent deletion cannot be undone by the interface.

Menu path

In the main menu, select GRC → Assessments → My assessments.

Steps

File an active assessment

In My assessments, keep the Assets option selected.
Locate the assessment card that will be removed from the active flow.
Open Actions, identified by the three vertical dots icon.
Select Archive.
In the question Archive the assessment, check again the name presented.
Select Archive to confirm.
Open Archived and check if the assessment appears on this list.

Permanently delete an archived assessment

Attention: this action removes the assessment, its responses, reviews and associated operational links. The interface does not offer recovery.

In My assessments, select Archived.
Locate the assessment card that will be removed.
Open Actions, identified by the three vertical dots icon.
Select Delete permanently.
Read the complete confirmation and check the name of the archived assessment.
Select Delete permanently to confirm.
Check if the assessment has stopped appearing in Archived.
If the exclusion was intended to release capacity, update the page and consult GRC Licensing before starting another assessment.

Expected result

After filing, the assessment no longer appears in Assets and moves to Archived, with its information preserved. After the definitive deletion, it no longer appears in the list and no longer counts among the existing assessments of the organization.

Common problems

Situation	What to do
Archive is disabled	Confirm your profile, the active organization and if the assessment is still in Active.
Delete permanently is disabled	Confirm if you opened Archived. An active assessment needs to be archived before deletion.
The assessment does not appear in the expected list	Check the two options, Active and Archived, and confirm the active organization.
The capacity did not change immediately after the exclusion	Update the page and consult GRC → GRC Licensing. If the value remains the same, contact the person responsible for the organization.
The exclusion was confirmed by mistake	The interface does not offer recovery. Immediately report what happened to the person responsible for the organization to evaluate the impacts.