Checklist assignments can be retired in bulk by Full Users who have access to bulk actions.

It is easy to swiftly retire checklist assignments when they are no longer relevant, so that your staff are not notified to complete the assignments. The assignments can be re-activated if they were to become relevant again. 

First, a couple of important notes: The Type filter is very useful to bring up retired checklists or retired checklist assignments if you ever need to re-activate checklists. By default, when you access the Register you will see all Active Checklists in your list view.

You will also need to apply the Type filter when reporting on checklists to tell the system to pull up only Active or Retired checklists. 

Once you select a category of Retired Checklists and Apply this change, the checklists will display in red. See our Guide on how to add Filters to Registers.

To retire checklist assignments

1) Navigate to the checklist library

2) Select the checklists that require their assignments to be retired in bulk

Note: You can select the entire list by selecting the very top checkbox (as above), which will highlight all checklists. This may be all the same checklist with multiple assignments CGEN-2 (as above).

This could also be separate checklists, for example CGEN-2 and AUD-1. Highlighting both CGEN-2 and AUD-1 would delete all assignments from both checklists.

Alternatively, you can select any number of checklists. In the screenshot below, only the assignments CGEN-2-3 and CGEN-2-4 will be retired. 

3) Once you have highlighted your checklists, a bulk actions icon will become available. Select this icon and a Retire Checklist Assignments button will become visible 

After selecting 'Retire Checklist Assignments' a confirmation screen will appear. Be sure to select 'Retire Checklist Assignments' and not 'Retire Checklists', if you'll need to use the Checklist itself in the near future. Select 'Confirm' for your change to process. 

To un-retire checklist assignments 

To un-retire the assignments

1) Select the checklist Key that is linked.

2) Select the 'Assignments' tab

3) Select the 'Retired Assignments' button

4) The assignments will re-appear. Now you can select the top check-box or individual assignments and activate the checklist assignments again by selecting the bulk actions spanner icon and then the 'Unretire Checklist Assignments' button. 

Your assignments will then be visible again in the Checklists library. 

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