Cleaning House: How to Remove a Procedure
Looking for the "Delete" button? You can stop searching—it’s actually not there! But don’t worry, that is by design.
To keep your compliance history bulletproof for audits, we don't allow permanent deletions. Instead, we use Archiving. This clears the procedure from your active list so it doesn't clutter your view, but keeps it safe in the background just in case you need to reference it later.
Here is how to retire an old procedure:
Open It: Navigate to the specific procedure you want to remove.
Find the Menu: Click the File menu in the top toolbar.
Archive It: Select Archive Procedure from the dropdown list.
That’s it! It is now hidden from your daily view.
Need to bring it back? Made a mistake or need that content again? No problem.
Go to your main Procedures page.
Filter the view to show Archived items.
Right-click the procedure you want to restore and select "Unarchive".
