Overview

When a document is no longer needed, you can retire it. Retired documents are preserved for historical reference and audit purposes but are no longer considered active. If needed, a retired document can be reactivated.

Who can access this: Admin Quality Manager

Navigation: Managed Documents → [Select Document] → Retire/Reactivate

 

Retiring a Document

  1. Open the published document you want to retire.

  2. Click the Retire button. A confirmation dialog will appear.

  3. Optionally provide a reason for retiring the document.

  4. Confirm the action. The document status changes to Retired.

 

What Happens When a Document is Retired

  • The document is marked as Retired and is no longer considered the active version
  • Any associated training requirements are deactivated
  • The document remains visible in the document list (filterable by Retired status)
  • All version history and audit trail are preserved

 

Reactivating a Document

  1. Open the retired document.

  2. Click the Reactivate button.

  3. The document returns to its previous published state.

Tip: Use the Status filter on the document list to find retired documents. Filter by "Retired" to see all documents that have been taken out of service.

 

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