Status of an assessment method

You can change the status of an assessment method to show its current stage in the process. When an assessment method is being created or edited, it remains in Draft status. Once it is finalized and ready for use, you can update it to Active status. If the assessment method is no longer needed but should be kept for reference, you can move it to Archived status.

Updating the status

Activate an assessment method

1. Open the assessment method.

2. Verify all required fields in the Details, Procedure, and Controls tabs are complete.

3. Select Activate in the top right corner.
   The status updates from Draft to Active.

Archive an assessment method

1. Open the active assessment method.

2. Select Archive in the top right corner.
   The status updates to Archived, restricting any further edits.

Revert an assessment method to draft

1. Open the archived or the active assessment method.

2. Select Revert to draft in the top right.
   The status updates to Draft, allowing editing.