Archiving and Unarchiving a Record

There are two ways to archive a record:

1. Select (check the box) of the desired record from a list of records, click on "Archive" in the sub-menu (the three dots in the top right) and confirm in the pop-up window.

2. Open the record that you want to archive, click on "Archive" in the sub menu '...' and confirm in the pop-up window. 

When the record is archived we will have a notification from the platform. You are able to see the records you have archived by selecting the Show Archived option in the sub menu '...' of a List Report. You can then exit this view in the same sub menu selecting Hide Archived.

You can also unarchive records using the same process that you used to archive them when in the archive view. This will then bring the records back into their previous state before they were archived.

*Note: the archive records do not affect the data in the reports and you can recover the archived records if it is necessary. 

Not every user has the permission to archive records. If you do not see the archive button ask your administrator for help.

Security Note: Users with Archive permissions can only Archive records to which they have Full Access to. If they can only Read the records, then they cannot Archive them.