Archiving your plan

If you are the owner of the plan you can archive via the Plan landing page

If you are an admin you can archive plans via the Estate page




Or you can archive within the plan itself

Step 1 Click into the plan you want to Archive

Step 2 Click on manage improvement plan

Step 3 Click on Archive improvement plan. You will be asked to confirm or cancel.

Step 4 You will be asked if you are sure you want to Archive the area.

Step 5 Go back to you assessment homepage, the assessment will no longer be in your list

Step 6 Repeat as necessary

Updated on: 02/07/2024