Changes

Archiving Records

19 bytes added, 20:36, 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8 The list view should also update to reflect that fact that the selected records have now been archived.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.
 
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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