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How do I archive and delete Sites in the Admin Portal?

Audit and inspection locations, called ‘Sites’ in Certainty, can be archived and deleted in the Admin Portal in 'Administration - Sites & Site Groups'.

Archiving and deleting a site

To archive a site:

  1. Go to 'Administration – Sites & Site Groups - Sites'.
  2. Find the site in the table.
  3. Select 'Edit' from the 'Options' menu at the right side of the row.
  4. Set the 'Archived' toggle to 'Archived' (on).

To delete a site:

  1. Go to 'Administration – Sites & Site Groups - Sites'.
  2. Find the site in the table.
  3. Select 'Delete' from the 'Options' menu at the right side of the row.
  4. A confirmation pop up will appear, asking if you are sure you want to delete the site and all it’s associated data. If you delete a site, you will delete all completed checklists and actions associated with that site.
  5. If you are sure, click 'Yes'.

You can also click a row in the table to open the details view. From here you can select 'Delete' from the 'Options' menu in the top right corner.

Notes

  • If you archive a site, it will not be available in the Mobile App for audits and inspections and it will not appear in any reports. All existing site data is however still stored (archived) in the database. If you toggle the Archived button off, the site and it's data will be active again. 
  • Important! DO NOT DELETE A SITE UNLESS YOU ARE SURE YOU WANT TO DELETE IT FOREVER! You can ‘Archive’ a site instead to make sure you do not accidentally lose any data.

Learn this next... 

How do I add and edit Site Groups in the Admin Portal?