How do I archive and recover (Reactivate) a procedure? (Institutional Representatives Only)

Procedures your institution has contributed can be archived unless they have been endorsed by another institution or another institution has added a child procedure from the contributed procedure.

To archive a contributed procedure:

1. Click on the Representative link at the top of the site.
   
   
2. Click on Procedures.
   
   
3. Click on the Active tile under My Procedures.
    
4. Locate the active procedure that should be archived and click the Archive button (clock icon).
   
5. Complete the Archive Procedure pop-up and press CONTINUE        
   
   • The following error message is returned if archiving a procedure with endorsements and/or child procedures is attempted:  
     
6. If the procedure is successfully archived:
   1. It will no longer appear in the active procedures list and the number on the Active procedures tile on this page will decrease by one
   2. The number on the Archived procedures tile on this page will increase by one and the procedure will now appear in the list on that page
       
7. If a procedure was inadvertently archived, it can be reinstated using the following instructions:
   1. Click on the Archived tile
   2. Click on the Recover button to the right of the procedure listed on the Inactive Procedures page
      
   3. Click on the Drafts tile
   4. Click Edit to open the recovered procedure
      
   5. Make any desired changes 
   6. Click PUBLISH or SAVE ALL to republish the procedure to the main list. You can continue to edit the procedure until another institution endorses the procedure or creates a child procedure from this procedure.
      
      

OR Click DELETE (red button in the above image) to delete the procedure

OR You can exit the procedure by clicking the My Dashboard or My Procedures link above the procedure form. Be sure you've saved all desired changes prior to exiting. You can continue editing and publishing the draft procedure at a later time. See Editing a Procedure.

Have questions or need help? 

Submit a request to the CUSP Help Desk Team at https://cusp-help.freshdesk.com/support/tickets/new.

Return to Procedure Management - For Institutional Representatives Only