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Archiving Records

502 bytes removed, 5 April
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5 Select '''Archiving''', then from the '''Update Archiving''' select '''Archived''' option.<br />
6 To complete the process press '''Update''' at the bottom of the Batch Update window.
 
: [[Image:archive2.png]]
7 Click '''Update''' in the popup window to confirm your decision.
7 Click '''Update''' in the popup window to confirm your decision.<br />
: [[Image:archive3.png]]
8 Selected objects are now archived.
==Search Records==
Searches can be filtered based on whether or not the object has been archived.
 
: [[Image:SearchArchived.png]]
: The above image of the Level 1 search shows how to filter for only records that have been Archived.
: To filter for records that are not archived simply search using normal criteria.
==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8 The list view should also update to reflect that fact that the selected records have now been archived.
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.
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
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