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Deleting Assessments

Overview
Who can delete assessments
✓Assessment Creators and Assessment Owners can delete their own assessments.
✓Users with Admin or Data Privacy Officer privileges can delete any assessment.
Deleting an Assessment
1
From the left side of the page, hover the mouse over the Assessment Manager icon (1), and then select Assessments (2).
Left navigation showing the Assessment Manager icon and Assessments option
2
Click the ellipsis icon (3) to the right of the assessment record you want to delete, and then select Delete (4).
All Assessments page showing the ellipsis menu with the Delete option
Downloading a Report from the Archive Section

Before an assessment is deleted, the system automatically generates a PDF archive of the information in that assessment. This is the same PDF you receive when clicking the Download Report button on the Assessment page.

PDF archives of all deleted assessments are available for download from the Archive section. Navigate to the Assessments page, and then click Archive (5) in the left-hand bar to view the archives.

Assessments page showing the Archive option in the left-hand bar

Clicking a particular archive opens a right-hand panel from which you can download the PDF (6) of the deleted assessment's information or permanently delete the archive (7).

Archive right-hand panel showing the download PDF and delete archive options

Alternatively, click the ellipsis icon to the right of any record in the list to download or delete that archive.

Archive list showing the ellipsis menu with download and delete options
📋 Note: The option to download attachments is disabled if the deleted assessment contains no attachments.
Archive panel with the download attachments option shown as disabled
Locking Assessments from Deletion

When creating a new assessment, you can prevent it from being deleted by going to Advanced Settings and setting the Allow assessment to be deleted option to No.

Advanced Settings showing the Allow assessment to be deleted option set to No

When set to No, all attempts to delete the assessment will fail until you return to the Edit Assessment page and set the option back to Yes.

⚠ Note: Once all respondents submit their answers and the assessment moves to the Survey Complete state, it is no longer possible to return to the Edit Assessment page and set Allow assessment to be deleted back to Yes. To delete such an assessment, contact the TrustArc support team at support@trustarc.com.
TrustArc  ·  Deleting an Assessment  ·  support.trustarc.com