How to Archive and Un-Archive Processes

Things to note before archiving a process:

  • The process must be turned off to be archived
  • An archived process can be moved back to the active list
  • Applicants will still be able to access their requests – All Data in an archived process is still available through reporting, search requests, etc.

How to Archive a process
To archive a process follow these steps:

  1. Click on Process Manager, located under Tools in the Navigation menu
  2. Use the Checkboxes to the left of the process to select the processes you wish to archive.
    • WARNING: CLICKING THE RED X WILL DELETE THE PROCESS NOT ARCHIVE IT
  1. The archived processes are now housed in the archive tab at the bottom of the Process Manager page.

How to Un-archive (Restore) a Process
To un-archive a process follow these steps:

  1. Once in Process Manager (see step 1 above) click on the Archived tab in order to expand it
  2. Select the processes you wish to restore using the checkboxes and press Restore Selected to return them to the Available processes group.

Was this article helpful?