General
Set up and configuration
Manage users
Troubleshooting
Registers
Manage content
- Delete document
- Edit, review and approve process
- Edit, review and approve policy
- Create and publish new policy
- Create and publish new process
- Previous item version information
- Edit roles
- Edit release notes
- Hide items (archive content)
- Introduction to release management
- Manage document
- Manage regulations
- Publish multiple changes (in one release)
- Publish single item (manage changes)
- Download and print content
- Delete role
- Delete policy
- Delete process
- Delete or archive regulation
Audits
Training Resources
Business units
- Guide new business unit set up
- Working example 1 - locking down content access to 2 separate items
- Working example 2 - want all staff to view content yet only one group can edit
- Existing business unit review and configuration
- Guide ongoing business unit maintenance
- Manage business units for registers
Reports
Required Reading
Delete or archive regulation
QMS Administrators, Model Administrators and Editors have the ability to delete regulations.
Regulation deletion within release management will be subject to a workflow similar to that which determines content editing and creation.
Important
Once approved and confirmed, all deletions are permanent. You will also not be able to edit any change summaries/release notes once the deletion is published.
For this reason, we do not recommend deleting content. Instead consider archiving the item by moving it to Hidden Items. Refer to Hide Items page for more information.
Delete a regulation
Step 1
Click the Policies tab and access the Regulations.
Step 2
Click on the item you want to delete and click Delete.
Step 3
Your release management workflow will appear. Give a summary of why you are deleting the regulation and click OK.
Step 4
Your item will now be marked ‘Awaiting delete approval’. Only QMS Administrators and Model Administrators can approve and publish the deletions. To approve the item for deletion, click on the item in the list, and click Open or double click the item.
Step 5
Click Approval to see your options.
At this stage, you can still reverse the deletion. Click Revert (Don’t Delete) if you want to do so.
If you want to proceed with the deletion click Approve Deletion.
Step 6
Your release management workflow will appear. Edit your summary (if required) and click Approve.
Step 7
When you have approved the deletion, you can permanently delete your item. The item will be marked ‘Delete on Publish’. Click Open again for the draft version, not the published version.
Step 8
Click Publishing to see your options. At this stage, you can still reverse the deletion. Click Revert (Don’t Delete) if you want to do so. If you want to proceed with the deletion click Delete Immediately.
Step 9
Your release management workflow will appear. Edit your summary (if required) and click Continue.
Step 10
Write release notes for the deletion. Release notes are the official overview of all your changes and updates.
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. |
Step 11
Click Publish to permanently delete the item.
Archive (Hide) a regulation
Step 1
Click the Policies tab and access the Regulations.
Step 2
Click on the item you want to archive and click 'Open'.
Step 3
Click "Start Editing".
Step 4
Your release management workflow will appear. Give a summary of why you are editing the regulation and click OK.
Step 5
Click 'Edit'.
Step 6
Scroll to the bottom of the page to find the tick box: Hide this item from being viewed, listed, browsed, edited and searched for. Tick the box.
Click 'Save'.
Step 7
Click Send for Review and publish the item by following the Release Management Workflow.
Important
The item will only be hidden when it has been fully published. Please see Publish Single Item (Manage Changes).