Bulk Archive Audits
Select multiple completed or cancelled audits from the audit list and archive them all at once — no need to open each audit individually.
Audits accumulate quickly. Once a completed or cancelled audit is no longer actively needed, you can archive it to keep the list focused on current work. Shelf supports archiving audits one at a time or in bulk — select as many as you need and archive them in a single step.
Bulk archive is available to Admin and Owner roles only. Only audits with a Completed or Cancelled status can be archived.
How to Bulk Archive Audits
Step 1: Go to the Audits List
Navigate to Audits in the left sidebar to open the audit index page.
Step 2: Select the Audits to Archive
Use the checkboxes on the left side of each row to select individual audits. To select every audit shown on the current page, click the checkbox in the column header.
To archive audits across multiple pages at once, select all items on the current page, then click "Select all X audits" when the banner appears — this extends your selection to every audit matching the current filters.
Step 3: Open the Actions Dropdown
Once at least one audit is selected, the Actions button appears at the top right of the list. Click it.
Step 4: Choose Archive
Select Archive from the dropdown.
If any selected audits are Pending or Active, the Archive option will be disabled with a tooltip explaining why — only Completed and Cancelled audits can be archived in bulk.
Step 5: Confirm
A confirmation dialog shows the total number of audits being archived. Click Confirm to apply.
Archived audits are removed from the default list immediately. They remain accessible at any time by filtering the audit list by the Archived status.
Notes
- Archiving is permanent — archived audits cannot be unarchived.
- The checkboxes and Actions dropdown are hidden for self-service and base users.
- An activity note is automatically added to each archived audit, recording who performed the action and when.
Archiving a Single Audit
To archive one audit at a time, open the audit from the list, click the actions menu (⋯), and select Archive. A confirmation dialog prevents accidental archiving.
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