Archiving Individual Training / E-learning / Checklist

Sometimes, you might need to archive an employee's records if they're not relevant anymore. Here's how you can do that:

Navigate to the employee's record and scroll to the training, E-learning or checklist name: and click on it:

(Note - if this is role required you cannot archive it - see here: Why can't I archive individual asset type or role requirements?)

Scroll down and click the 'Archive now' radio button:

Finally, either hit the return button or scroll down to the bottom of the page and click 'Save.'

And there you go, the record or requirement is now archived.