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Delete policy

Updated

QMS Administrators, Model Administrators and Policy Editors have the ability to delete policies.

Policy deletion within release management is subject to a workflow similar to that which determines content editing and creation.

Important

We do not recommend deleting policies or other content. Instead consider archiving the item by moving it to Hidden Items. Refer to Hide Items page for more information. If proceeding with a deletion, be aware that you will be unable to access the policy in future. We recommend you downloaded the policy prior to deletion for your records, refer to Download and Print Content page.

You cannot recover a policy once it has been deleted. The deletion record will show in Publication History however you will be unable to view the policy. Ageing Australia are unable to guarantee that deleted content items can be retrieved or re-loaded into your system.

Tip

You cannot delete a published version of a policy if it has a duplicate that is:

  • in a draft state
  • awaiting approval
  • marked as ‘ready to publish’
  • already in the process of deletion.

Step 1

Access the Policies tab and click on the Policies subtab.

Step 2

Single click on the policy you would like to delete and the select Delete.

Tip

If the policy is in a draft state (i.e. marked ‘Draft’, ‘Awaiting Approval’ or ‘Ready to Publish’), clicking Delete removes the draft version without activating the deletion workflow. The live published version will not be deleted.

Step 3

The release management workflow appears. The deletion must be approved. Write a summary of why the item is to be deleted and click OK.

Step 4

The policy is now marked ‘Awaiting Delete Approval’. Only QMS Administrators and Model Administrators can approve and publish the deletion. Double click on the policy to open and approve the deletion.

Step 5

Once the policy is open, click Approval. You have the option to approve the deletion or revert it.

Step 6

Once you click Approve Deletion, the release management workflow appears. You can edit your summary of why the item should be deleted and also have the option to select who approved the deletion, the date on which it was approved. Click Approve to commit changes. 

Step 7

The policy is now marked ‘Delete on Publish’.

Step 8

To finalise your deletion, click Publishing. You have the option to delete immediately or to revert the deletion. 

Important

You cannot recover a policy once it has been deleted. The deletion record will show in Publication History however you will be unable to view the policy. Ageing Australia are unable to guarantee that deleted content items can be retrieved or re-loaded into your system.

Step 9

Click Delete Immediately and the release management workflow appears. If required, edit the summary of why the item should be deleted. You also have the option to select who approved the deletion, the date on which it was approved. Click Continue to confirm changes.

Step 10

A release label and notes window appears with the option to write official release notes about the deletion.  You can edit the release notes later if required. The table below provides a summary of each section.

Field

Description

Label this release

The official name of this release.

Release notes

Details about what updates were made.

Post a news item about this when the items are published

You can post a news item on the Home tab to notify users about the new role.

News item title

Title of the news item that will appear in the Home tab.

News message

The message that appears under the news item title.

Include link in release summary

If selected, this option will allow you to include a link to the release notes for the item.

Email all users when this News Item is published

If selected, all QMS users in your organisation (provided they have activated their account) will receive an email notification about the release at 5:30 am AEDT/AEST the following day.

Step 11

Click Publish to confirm deletion. The policy will no longer be visible or searchable for any users. QMS Administrators and Model Administrators can view the deletion in Publication History.

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