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How to Archive Steps and Results on a Task in SciNote

SciNote now unifies how you archive and delete Protocol Steps and Results on Tasks. Rather than permanently removing content, you can archive entire Steps and Results — or individual content blocks within them — keeping your task page clean while preserving your data for traceability and potential restoration.

1. What Can Be Archived

You can archive the following on a Task page:

  • Protocol Steps
  • Results Entries
  • Individual content blocks within a Step or Result entry, including:
    • Text blocks
    • Tables
    • Files
    • Checklists
    • Forms
2. How to Archive a Step or Result

2a. Archiving an entire Step

  1. Navigate to the Task page and locate the Protocol Step you want to archive.
  2. Click the action menu (⋯) on the Step.
  3. Select Archive.
  4. The Step will be moved to the Archive tab on the Task page.

2b. Archiving an entire Result

  1. Navigate to the Result tab on the Task page and locate the Result entry you want to archive.
  2. Click the action menu (⋯) on the Result.
  3. Select Archive.
  4. The Result will be moved to the Archive tab on the Task page.

2c. Archiving a content block within a Step or Result

  1. Hover over the specific content block (text, table, file, checklist, or form) inside the Step or Result.
  2. Click the action menu (⋯) on the block.
  3. Select Archive.
  4. The block will be removed from the active view and moved to the Archive tab.

Archive

3. Viewing Archived Content

All archived Steps, Results, and content blocks are accessible from the Archive tab on the Task page. This tab is the dedicated home for all archived content on that task, where it remains visible and searchable.

4. Restoring Archived Content

Archived content is not permanently removed and can be restored at any time:

  1. Navigate to the Archive tab on the Task page.
  2. Locate the Step, Result, or content block you want to restore.
  3. Click the round arrow icon ↩️ next to the item.
  4. The content will be returned to the active Task page.

5. Deleting Content from the Archive

If deletion is permitted in your workspace, you can permanently delete archived content from the Archive tab:

  1. Navigate to the Archive tab on the Task page.
  2. Locate the archived item you wish to delete.
  3. Click the bin icon 🗑️ next to the item.

⚠️ Please note: Deletion from the Archive is permanent. However, SciNote operates with full built-in traceability — even when records are deleted, they remain accessible via immutable Audit Trails.

 

Workspace-Level Deletion Restrictions is available for Platinum plan users. More here.

If you have any additional questions, contact us at support@scinote.net. For more information about the Premium plans, please request a quote.