Mark Third Parties as Archive and Unarchive

The purpose of Archive Third Parties in Compliance Manager is to retain historical records of third-party entities that are no longer actively monitored or assessed. This helps organizations preserve past compliance records, streamline active workflows by removing inactive third parties, maintain data integrity without permanent deletion, and facilitate future reviews if needed. By archiving third parties, organizations can efficiently manage compliance while ensuring historical data remains accessible for reference, audits, or regulatory requirements. 

This article provides step-by-step instructions to archive and unarchive third-party entries.

Archive Third Party Entries 

Follow the steps below to mark the third-party entries as Archive:

1. Navigate to My Workspace TPM. The All Third Parties window will be displayed.

2. Select the checkbox for the desired third-party profile, go to the ellipsis menu, and choose Archive. A confirmation message will appear.

   

3. You can also archive an individual third party by navigating to the Third Party Profile Details screen and clicking the Archive button.

4. Click OK to confirm. The entries will be archived and removed from the Third Parties list until unarchived.

   ℹ️ Notes

   You can select the Multiple Entries checkbox and mark items as Archive, if needed.
5. All the Archived third-party entries can be viewed using View Archived Third Parties.

Unarchive Third-Party Entries 

Follow the steps below to mark the third-party entries as Unarchive:

1. Click on the View Archived Third Parties. The Archived Third Parties screen will be displayed.

   

2. Navigate to the desired third-party entry and click on Unarchive. A confirmation message will be displayed.

3. Click OK to confirm. The entries will be unarchived and added to the Third Parties list.

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