Archiving can be a great way to clean up your Observations or Self Assessments without deleting anything in the process. To archive a Completed Observation or Self Assessment. First go to 'Coaching Corner' in your top navigation bar and select the 'Observations' tab.
In the left-side panel, choose any of your 'Draft/Completed Observations' or your 'Draft/Completed Self Assessments.'
Find the form your would like to archive and click on its '...' icon found on the far, right-side of the listing in the Actions column.
The Observation or Self Assessment will then live in your 'Archive' folder found on the left-side panel of your Observations tab in Coaching Corner.
On your Archive page, you can restore any archived form at any time by clicking on its '...' icon and selecting 'Unarchive.'
Rather watch a video? Check out our video tutorial on Observations here. HIPAA-Secure users, click here.