Archiving in the System

Employees resign, Equipment gets retired, Suppliers get delisted, and Programmes/Records are no longer required. When these events take place you can quickly and simply 'Archive' the Entity so that they are hidden from view while still retaining their historical Records.

When Archiving a Supplier Entity in the system you can choose to also Archive their associated Programmes, Records, Documents, etc. Click here for more information on Archiving a Supplier and Related Records in the system.

How to Archive an Entity

Expand or collapse content Step 1: Click on the name of the Entity in the list to access the Entity Page.
Expand or collapse content Step 2: In the Entity page, click the 'Actions>Archive' Button.
Expand or collapse content Step 3: Click 'Yes' to confirm the Archive in the Archive Pop Up
Expand or collapse content The Entity is now Archived!

How to Find an Archived Entity

The Modules and Master Data across the system have an 'Archive:On' button included in their grids. It may be at the bottom right hand side of the page, e.g. Employees, Complaints, or at the top right hand side of the page, e.g. Documents. To find Archived Entities, the User must click the 'Archive:On' button to see all Archived Entities included in the list. Simply click the 'Archive:Off' button to hide the Archived Entities from the list once more.

Expand or collapse content Step 1: Click the 'Archive:On' Button in the Entity Tab.
Expand or collapse content The Archived Entity is now included in the list!

How to Recover an Archived Entity

Expand or collapse content Step 1: Click the 'Archive:On' Button to Locate the Entity
Expand or collapse content Step 2: Click on the name of the Entity in the list to access the Entity Page.
Expand or collapse content Step 3: In the Entity Page, click the 'Actions>Recover' Button.
Expand or collapse content Step 4: Click 'Yes' to confirm the Recovery in the Recover Pop Up
Expand or collapse content The Entity is now Recovered!

Supplier Management Module Archive Functions

The Supplier Management Module acts differently to other areas of the system when it comes to finding Archived Entities. The 'Display Archived Records:No' button at the bottom left of the grids in the Supplier Management Module is a dropdown of 'Yes/No/Both' options for displaying Archived Entities.

For more information on the Archive functionality in Supplier Management, see the following Articles below:

- How to Archive a Supplier and Related Programs/Records
- How to Recover a Supplier
- How to Recover Supplier Related Programs/Records
- Supply Chain Management Module Tabs

Image: 'Display Archived Records:No' Button