User instructions
Organise and delete types
Keep the library clear without losing job records
Open Checklist Editor → Library actions → Manage types…. Search by name or system and use the filter to view Available & drafts, Archived, Deleted or All types. The Records column shows how many records use each type, including deleted records.
| Action | Result |
|---|---|
| Archive type | Hides a type from new-record selection. The draft and revision history remain available under Archived. |
| Delete type | Moves a type to Deleted and removes it from normal library selection. Existing job records continue unchanged. |
| Restore deleted | Returns the type to the available library. An unpublished draft still needs to be published. |
| Delete permanently | Removes any reusable type, including the original, with its saved draft and revisions. Existing job records are kept. |
Delete an unwanted type
- Select the type in Manage types, or select it in the editor and choose Delete type….
- Review the name and record count. Enter the checklist name exactly as displayed and give a reason.
- Choose Delete type. It is removed from normal selection. To undo this, open the Deleted filter and select Restore deleted.
Permanently remove a checklist type
In Manage types, select the original or a custom type and choose Delete permanently…. There is no need to archive or delete it first. Review the record count, type the name exactly and enter a reason. Confirm only when the reusable template is no longer needed.
Archived types are hidden from the editor selector by default. Use Show archived to find them. A library may be empty: use New / Generate or Example setups to start again. Existing jobs remain under Records.