Short answer

Delete the routine series and build the new one. Completed inspections are never deleted — they stay on the asset as your record. Only the outstanding, not-yet-done tasks go, and the confirmation dialogue tells you how many that is before you commit. There is nothing to archive first and nothing to salvage by hand.

Detail

Almost everyone's first routine is a draft in disguise. You build it before you have walked a round with the app, and a month later you know what you actually wanted. Rebuilding is normal, and it is cheaper than living with the wrong shape.

What deleting a routine series does. Open the routine, choose delete, and pick the option that ends the whole series rather than just this occurrence. You will be asked to confirm, and the dialogue states what is about to happen — how many tasks the series holds and how many will be deleted. Anything already completed is preserved, so a routine that has been running for months loses only its future and outstanding work, not its history. Those completed inspections stay on the assets they were done against and continue to show in your inspection list and your reports.

What is left behind. Deleting the routine does not touch:

  • completed inspections, as above
  • defects and jobs raised from those inspections, including any still open
  • the assets themselves, and the areas you drew

So the register you spent time building is not at risk. It is only the schedule that changes.

Then build the replacement. Create the new inspection or routine the way you have decided to work. If you are switching a park round from a check on every item to a single whole-site sweep, remember the sweep goes on the park area you drew, not on the equipment inside it — that catches people out and is covered in How to Use a Checklist. How to Inspect Parks and Playgrounds sets out the three approaches and the trade-offs, which is worth ten minutes before you rebuild rather than after.

Watch-outs

  • Check the due date of the occurrence you are on before you delete. Every routine change asks how far it should reach, and the answer is relative to the occurrence you opened. If you are sitting on a future occurrence, "all future" starts from there and leaves earlier ones alone.
  • A tidy-up is a good moment to fix titles. The task title is what your team reads on the phone, so a job called "Informational Sign" is less use than one that says what is wrong with it. Same for a round: name it for the site it covers, especially when you have one per park.
  • Do not delete a routine to change who it is assigned to, or to move a week. Both are edits — see How to Edit a Routine. Deleting and rebuilding is for when the shape is wrong, not the detail.
  • If the work still needs doing, unlink rather than delete. Unlinking takes a task off the round but keeps the task itself.