Revert the DMA to draft, archive or delete an IRO
Revert an active DMA in preeco | nachhaltigkeit to draft so you can change it again, take an IRO out of this year’s assessment with a reason, restore archived IROs or delete an IRO for good.
An active DMA is locked. To change it, revert it to draft. In draft you can archive an IRO – it leaves this year’s assessment but is kept with its history – or delete it for good.
Prerequisites
- Reverting: the DMA has the status “Active”, and you have the role Administrator.
- Archiving, restoring and deleting: the DMA has the status “Draft”, and you have the role Administrator, Manager or Editor.
Revert the DMA to draft
- Open the topic’s DMA page, for example “Climate → DMA”, and choose “Actions → Revert to draft”.
- The dialog explains what happens: the scores unlock and the topic’s disclosures switch off for the reporting period until the DMA is activated again.
- Confirm with “Revert to draft”. The message “Reverted to draft” appears; the revert is logged in the activity history.
Archive an IRO
- In the “Impacts, risks and opportunities (IROs)” table, click the IRO’s row. The IRO page opens.
- Choose “Actions → Archive”. The “Archive this IRO” dialog appears.
- Enter a “Reason” – without one you see “A reason is required.” – and click “Archive”.
The IRO no longer counts this year; its sub-topic area is recalculated. It is kept with its history for next year.
Show and restore archived IROs
- In the IRO table, set the “Status” filter to “Archived” or “All”.
- Open the IRO and choose “Actions → Restore”. Confirm the “Restore this IRO” dialog. The IRO returns to the assessment with its outcome.
- If its sub-topic area is defined not material, undo that definition first (see Define a sub-topic area as not material).
Delete an IRO
- Open the IRO and choose “Actions → Delete”.
- Confirm the “Delete this IRO” dialog. Deleting cannot be undone and is logged.
Practical tip: If an IRO should only drop out for this year, archive it rather than deleting it – the reason and the history are then kept for the next assessment. Only IROs can be archived or deleted, not the DMA itself and not stakeholder engagements.