Archive Checks¶

Archive an Active or Draft check to retire it from Scans while keeping it for reference. Choose the reason on purpose: an AI Managed check archived as Invalid is not created again by later Profile runs, while one archived as Discarded can be. See Check Status.

Permission Required

Archiving a check requires the Author team permission on its datastore. See Team Permissions.

Anomalies are deleted by default

When the check has anomalies, the archive dialog offers to delete them, and that option is on by default. Turn it off to keep the anomalies.

Where you can do this

These actions are on the Checks tab of a datastore, a table or file, a field, and a check template. Each one lists the checks of that context, with the same tabs, row menu , and bulk selection.

Steps¶

From the Check's PageFrom the ListIn Bulk

Step 1: Open the Checks tab of the datastore, table or file, or field that holds the check.

Step 2: Click the Active or Draft tab, depending on the check's status. To narrow the list, pick a subtab, such as Important, Owned, or Favorite, or search and filter it. See Filter and Sort Checks.

Step 3: Click the check. Its page opens.

Step 4: Click at the top right. A menu opens.

Step 5: Click Archive . The archive dialog opens.

Step 6: Choose the reason: Discarded (the default) when the check no longer fits the business rules, or Invalid when it was wrong.

Step 7: Leave the option to delete the check's anomalies on, or turn it off to keep them.

Step 8: Click Archive. A success message appears, and the check moves to the Archived tab, under the reason you chose.

Step 1: Open the Checks tab of the datastore, table or file, field, or check template that holds the check.

Step 2: Click the Active or Draft tab, depending on the check's status. To narrow the list, pick a subtab, such as Important, Owned, or Favorite, or search and filter it. See Filter and Sort Checks.

Step 3: Click on the check. A menu opens.

Step 4: Click Archive . The archive dialog opens.

Step 5: Choose the reason: Discarded (the default) when the check no longer fits the business rules, or Invalid when it was wrong.

Step 6: Leave the option to delete the check's anomalies on, or turn it off to keep them.

Step 7: Click Archive. A success message appears, and the check moves to the Archived tab, under the reason you chose.

Step 1: Open the Checks tab of the datastore, table or file, field, or check template that holds the checks.

Step 2: Click the Active or Draft tab, depending on the checks' status. To narrow the list, pick a subtab, such as Important, Owned, or Favorite, or search and filter it. See Filter and Sort Checks.

Step 3: Select the checkboxes of the checks to archive. A selection bar appears with the number selected.

Step 4: Click in the selection bar, then click Archive . The archive dialog opens.

Step 5: Choose the reason: Discarded (the default) when the check no longer fits the business rules, or Invalid when it was wrong.

Step 6: Leave the option to delete the check's anomalies on, or turn it off to keep them.

Step 7: Click Archive. A success message appears, and the check moves to the Archived tab, under the reason you chose.

From the check form

When the check is open in its form, click at the top right of the form, then Archive .

To bring a check back, see Restore Archived Checks. To remove it for good, see Delete Checks.