You are here:

Archiving a Department

Important: If any of the following are assigned to a department, you must reassign or archive them before you can archive that department.

Users
Content items (documents, questionnaires, campaigns)
Subdepartments

Click System Settings, click Content Setup, and then click Departments.
If multiple sites exist, select the site containing the department you want to archive.

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).

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.

Select a department.

Click the red Archive button, and then click OK.

Note: See The Archive for details on restoring an archived department.