Archive a Template¶

Archive a template nobody applies anymore to take it out of the Library. Archiving unlinks every check created from the template: the checks keep running as they are, but they no longer follow it.

Permissions

Archiving a template requires the Manager or Admin role. See Template Permissions.

Locked templates with checks

A Locked template that still has linked checks cannot be archived: Archive is disabled with the tooltip Locked templates associated with checks can not be archived. Unlock the template first. See Edit a Template.

Steps¶

From the LibraryFrom the Template's PageIn Bulk

Step 1: Click Library in the left side panel. The Library page opens.

Step 2: Click next to the template. A menu opens.

Step 3: Click Archive . The Archive Check Template dialog opens, with the number of linked checks that will be unlinked.

Step 1: Click Library in the left side panel, then click the template. Its page opens.

Step 2: Click at the top right. A menu opens.

Step 3: Click Archive . The Archive Check Template dialog opens, with the number of linked checks that will be unlinked.

Step 1: Click Library in the left side panel. The Library page opens.

Step 2: Select the checkboxes of the templates to archive.

Step 3: Click the Bulk menu , then Archive . The Archive Check Templates dialog opens with the total to archive. The option is not offered while the selection includes a locked template that still has linked checks.

Step 4: Click Archive. A success message appears, and the template leaves the Library.