Checklist: Deleting/Archiving a Checklist
Purpose
- The purpose of this article is to inform First Due users how to delete/archive a checklist in the First Due Assets module that is no longer needed.
Info: Checklists that have not been utilized or completed will be deleted from the First Due system. Checklists that have been completed and have user data associated with them will be archived so that the historical data will be accessible from within the First Due system. The system automatically determines whether to delete or archive a checklist.
Idea: Deleted/Archived checklists cannot be recovered and will have to be recreated. If there is potential that the checklist may be utilized again in the future, it may be more appropriate to deactivate the checklist as opposed to Deleting/Archiving it. Deactivated checklists can easily be reactivated when needed without having to be recreated.
Note: Although Active/Inactive checklist names cannot be duplicated, Deleted/Archived checklist names can be duplicated or reused when creating a new checklist.
Video
Directions
1. Click on Assets.
2. Click on Setup.
3. Click on Checklist.
4. Locate the checklist that is to be Deleted/Archived.
5. Click on the Delete/Archive icon in the Actions column of the selected checklist.
6. The First Due system will prompt for confirmation. For checklists that are to be deleted, click on Delete. For checklists that are to be archived, click on Yes.
7. Deleted checklist no longer appear in the First Due system. Archived checklists can be found by clicking on the archived tab.
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