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Archiving Records

33 bytes removed, 20:35, 17 June 2013
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==Archive Records==
# 1 Use the Search / Filter option to return the list of records that are to archived.# 2 Once the search is complete select the records to be archived using the check boxes in the search screen.
:[[Image:Archive.png]]
# 3 Click the Batch Update button.# 4 In the resulting screen select the Archived option from the '''Update Archive to''' drop-down list.
:[[Image:ArchiveSelect.png]]
# 5 Then click the '''Batch Update''' button. # 6 Click OK on any windows related to the execution of workflows.
:[[Image:ArchiveWorkflow.png]]
# 7 User should get a confirmation screen to notify them that everything has been updated successfully.
:[[Image:ArchiveConfirmation.png]]
# 8 The list view should also update to reflect that fact that the selected records have now been archived.
==Unarchive Records==
# 1 Use the Search / Filter option to return the list of Archived records.# 2 Select the records to be unarchived using the check boxes in the search screen.# Click the Batch Update button.# 3 In the resulting screen select the Not Archived option from the '''Update Archive to''' drop-down list.
:[[Image:Unarchive.png]]
# 4 Then click the '''Batch Update''' button. # 5 Click OK on any windows related to the execution of workflows.# 6 User should get a confirmation screen to notify them that everything has been updated successfully.
:[[Image:ArchiveConfirmation.png]]
# 7 The list view should also update to reflect that fact that the selected records are no longer archived.
Smartstaff, administrator
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