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This page is for MSP staff who manage the shared Standards catalog. It shows how to delete a standard, a category, a deployment option, or a tier, and what each deletion removes. Deleting a definition affects every company, not only the one you have selected.

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Before you start

  • You need the permission to manage Standards settings, and your billing must be active.
  • Company users cannot delete Standards definitions.
  • Review the linked work in the Standards matrix first.
  • If you only want to change scoring or record a company’s situation, use Required, Optional, Require one of group, or a company deployment status instead. These do not retire a definition.
  • The catalog has no Archive action. Deletion is permanent.

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Delete a standard

1

Open the catalog

Go to Settings > MSP Tools > Standards and expand the category that holds the standard.
2

Start the delete

Select the trash icon on the item, labeled Delete item.
3

Read the confirmation

The app counts the Planner items linked to the standard. If the count is zero, a Delete Item confirmation opens. If the count is above zero, or the app could not check it, a Delete Standards Item dialog opens with the number of linked Planner items.
4

Confirm

For Delete Standards Item, type the exact item name, including spacing and case, then select Delete Item & Planner Items. For Delete Item, select Delete. Select Cancel to keep the standard.
5

Check the result

Confirm that the standard is gone from the catalog and that the Planner items are gone from Planner.
Deleting a standard permanently deletes its linked Planner items across all companies. It also removes the standard’s company tracking, deployment options, tier settings, SKU mappings, and evidence. Onboarding tasks and onboarding template tasks that pointed to the standard stay, with their Standards link cleared.
The deletion runs as one step. If an error appears, nothing was deleted. Try again, or ask for help if it repeats.

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Delete a category

1

Open the catalog

Go to Settings > MSP Tools > Standards.
2

Start the delete

Select the trash icon on the category, labeled Delete category.
3

Confirm

The Delete Category dialog warns that all items in the category are deleted too. Select Delete. This dialog does not ask you to type a name and does not show a linked Planner count.
4

Review the Planner items

Open Planner and review the items that were linked to the category’s standards.
Deleting a category deletes its standards and their company tracking. It does not delete their Planner items. Those items stay in Planner with their Standards link cleared, so review them yourself. This is different from deleting each standard one by one, which deletes the Planner items.

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Remove a deployment option or tier

Go to Configure Standards tiers and deployment options for the steps.
  • Deleting a deployment option takes effect at once. Company records that used it become unspecified.
  • Deleting a tier asks you to confirm. The app refuses if any deployment option still uses the tier. Move or delete those options first.
  • A deleted tier clears the tier assigned to company types.

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Troubleshooting

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Frequently asked questions

Open Settings > MSP Tools > Standards, expand the category, and select the trash icon on the item.
No. The standard is shared, so deleting it removes it and its linked work for every company.
When the standard has linked Planner items, or when the app could not count them. A failed count never means zero, so the app asks for the name.
No. It deletes the linked Planner items. There is no archive.
No. The Planner items stay and lose their Standards link.
No. Cancel keeps the definition only before you confirm.
No. Optional changes scoring only. Sync can still create company tracking and Planner work.

Manage the Standards catalog

Create and organize standards.

Standards tiers and deployment options

Remove a tier or deployment option.

Read the Standards matrix

Review linked work before you delete.