Archiving Categories or Subcategories

Important: You cannot archive a category or subcategory while it is assigned to any template, document, or questionnaire. You can remove category/subcategory assignments from templates and active documents/questionnaires. However, if a document/questionnaire has been archived, you cannot change any of its properties, and you will need to use Merge instead of Archive (see Merging Categories or Subcategories).

1. Click System Settings, click Document Setup, and then click Categories.
2. If multiple sites exist, select the site containing the category or subcategory to be archived.

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3. Click Archive.

You should now see one of the following warnings, depending on whether your PolicyTech system is hosted by NAVEX Global (first warning) or installed on your organization's premises (second warning).

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4. Do one of the following:

• If your PolicyTech system is hosted by NAVEX Global, click Continue.
• If you're prompted to back up your database, click Back Up Database, click OK, and then. when the backup is finished, click Close. Because backing up the database automatically logs you out of PolicyTech, log back in and repeat steps 1 through 3 above. Then, on this step, click Continue.

5. Select one or more categories or subcategories you want to archive.

Important: To archive a category or subcategory with subcategories under it, you must archive all of the contained subcategories first.

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6. Click the red Archive button, and then click OK.

Note: If the deletion was not successful, follow the instructions in Finding Category Assignments, and then try again.

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