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Archive documents

Documents cannot be deleted from the QMS, however they can be unpublished and archived using the Archive function.

Archiving moves the document to the Archived documents tab in the Document register and terminates future workflows, while keeping the document's full history available.

Q: Who can archive a document?

A: Users with the permission 'Archive Governance register items'.

Q: Can an unapproved document be archived?

A: Yes, you can archive a newly added document that has not yet been approved.

Q: Is the archiving recorded anywhere?

A: Yes. The System event history records the archiving action and comment.

Q: Can an archived document be re-published?

A: Yes. See Re-publishing an archived document.


Before you start

Check the following:

  • You have an approval licence and the permission 'Archive Governance register items'.

Step 1: Find and open the document

Find the document you want to archive using the filters or keyword search in the Documents register.

Governance
 

Select Governance from the navigation.

› Documents
 

Select Documents to open the Documents register.

Click on the document's name to open it, then scroll to the bottom of the details page.

Step 2: Select Archive

At the bottom of the document details page, select Archive.

Step 3: Record the reason

Enter the reason the document is being archived. To stop without archiving, select Cancel.

The archive dialog where you add your reasons for archiving the document

Add your reasons for archiving the document.

Step 4: Confirm the archive

Select Archive to confirm.

The Archived documents tab in the Document register

The document moves to the Archived documents tab.

What happens next

 

The document is archived

The document is unpublished and appears in the Archived documents tab.

 

Future workflows end

Logiqc terminates any future workflows scheduled for the document.

The history is retained

The archiving action and your reason are recorded in the System event history.

System event history showing the archiving action and comment

The archiving action and comment are recorded in the System event history.

To keep going, see: