Sign off or archive a list

Description:

With Insite you have the ability to sign off or archive lists that are completed or which you would no longer like to work on. Signed off and archived lists move into a read-only state so they cannot be updated further to protect the state they were in at the time of being moved into either state.

Notes:

• You can move a list back to an active state after it has been signed off or archived if you need to add or update any items. See Re-activate a signed-off or archived list.
• You can still create new reports for signed-off or archived lists.

Contents:

This article covers two ways to add users to your project:

1. Sign off a list
2. Archive a list

Guide:

1. Sign off a list

1.1. From the home screen go to Your project.

1.2. You will now be presented with the project overview screen. 

1.3. Go to your project lists.

1.4. Tap on the list you would like to sign off.

1.5. Tap the Reports & Details tab above the search bar at the top of the screen on the right-hand side.

1.6. Tap the Change status button under the details card. You will be presented with the list status options. Select Signed off and tap Ok to confirm.

 

1.7. Enter a comment in the text box under the Comment heading and add a signature into the signature box under the Signature heading. Note that you may already see your profile signature here if you have set one up - see Add, update and remove your signature. If you would like to add a new signature then select Clear and draw a new signature in the box.

 

1.8. Optionally, you can decide whether to generate a report for the list once the sign off is completed. To do this, use the toggle next to Generate report. This will reveal options for Report type, Report revision and Email report to. You must specify a report type and revision. If you would like to automatically email the report to anyone in particular then you can use Email report to to enter the desired email addresses.

   

1.9. Once you are done, tap Done to complete the process and move the list to a signed-off state. Your sign-off will be logged against the list in the List Activity Feed - see View list activity. Your sign-off will also be presented on PDF reports on the leader page which will display the time and date of the sign-off, the comment made, and your signature.

2. Archive a list

2.1. From the home screen go to Your project.

2.2. You will now be presented with the project overview screen. 

2.3. Go to your project lists.

2.4. Tap on the list you would like to archive.

2.5. Tap the Reports & Details tab above the search bar at the top of the screen on the right-hand side.

2.6. Tap the Change status button under the details card. You will be presented with the list status options. Select Archived and tap Ok to confirm.

2.7. Enter a comment in the text box under the Comment heading.

2.8. Optionally, you can decide whether to generate a report for the list once the list is archived. To do this, use the toggle next to Generate report. This will reveal options for Report type, Report revision and Email report to. You must specify a report type and revision. If you would like to automatically email the report to anyone in particular then you can use Email report to to enter the desired email addresses.

   

2.9. Once you are done, tap Done to complete the process and move the list to an archived state. Your status change will be logged against the list in the List Activity Feed - see View list activity. Your status change will also be presented on PDF reports on the leader page which will display the time and date of the change and the comment made.