How to Delete or Archive Plans with the Plan Cleanup Tool in OnePlan

Direct Answer: How to Delete or Archive Plans with Plan Cleanup in OnePlan

To delete or archive plans in bulk in OnePlan, go to Configuration > General, select the Tools tab, and select Plan Cleanup. Check the plans you want to remove, then select Delete Selected Plans to remove them permanently or Archive Selected Plans to move them to the plan archive.

What This Article Covers: Plan Cleanup

This article explains how to select plans in the Plan Cleanup tool and how deleting differs from archiving.

What you will accomplish You will remove multiple plans from your OnePlan group in one action, either permanently or by archiving them.

Before You Begin: Plan Cleanup

You need access to the admin Configuration area.
Decide whether the plans should be permanently deleted or archived. Deleting cannot be undone.

Why This Matters: Plan Cleanup

Context: Deleting Versus Archiving

Delete Selected Plans removes the selected plans and all of their associated data permanently. OnePlan displays this warning on the page: this will remove all data permanently. This action cannot be undone!

Archive Selected Plans moves the selected plans to the plan archive instead of removing their data.

Step-by-Step: Removing Plans in OnePlan

Task: Open Plan Cleanup

Go to Configuration > General.
Select the Tools tab.
Select Plan Cleanup. The Plan Cleanup page opens for your group. ### Task: Delete Plans Permanently
On the Plan Cleanup page, check the box next to each plan you want to remove.

Note: Checking the Plan box at the top of the list selects all plans.
Select Delete Selected Plans.
In the Delete pop-up, which asks whether you are sure you want to delete the selected plans and warns that the data cannot be restored, select YES to confirm the deletion or NO to cancel.

Task: Archive Plans

On the Plan Cleanup page, check the box next to each plan you want to archive.
Select Archive Selected Plans.

Archiving runs as a background job. You can follow its progress on the Processes page. See Processes in OnePlan - Overview.

Frequently Asked Questions: Plan Cleanup

Q: Can I undo Delete Selected Plans in OnePlan? A: No. In OnePlan, Delete Selected Plans removes the plans and all associated data permanently, and the action cannot be undone.

Q: What is the difference between Delete Selected Plans and Archive Selected Plans in OnePlan? A: In OnePlan, Delete Selected Plans permanently removes the plans and their data, while Archive Selected Plans moves the plans to the plan archive.

Q: How do I select all plans in the Plan Cleanup tool in OnePlan? A: In OnePlan, check the Plan box at the top of the plan list on the Plan Cleanup page to select all plans.

What to Do Next: Plan Cleanup

Review the tools: