Archiving one participant:
1) Find the participant you want to archive by clicking on 'Manage participants'> 'Participant overview' on the left hand menu:
or by typing the participant name or ID no. in the 'Find User' search box in the top right-hand corner of the screen:
2) Click on the 'Archive user' button on the right-hand side:
If successful, a green confirmation banner will appear at the top of the screen:
Archiving multiple participants:
1) Click 'Manage participants' > 'Participant overview' on the left hand menu:
2) Select the appropriate group & click 'Search':
3) Select the participants you wish to archive by clicking the box to the right of their name or by clicking 'Select' to select all of them. Then click 'Archive Users' at the bottom of the page:
4) A pop-up box will appear; click 'Archive'
If successful, a confirmation box will appear at the top right hand corner of the screen:
Tip: Run a 'Directly Approve' report before archiving to check that any sections that can be approved have been. Also, clear any alerts from the accounts.
Unarchiving one participant:
1) Find the participant you want to unarchive by clicking on 'Manage participants' > 'Participant overview' on the left hand menu:
or by typing the participant name or ID no. in the 'Find User' search box in the top right-hand corner of the screen:
2) Click on the 'Unarchive user' button on the right-hand side on the Participant profile page:
3) Select a group to put the participant in, then click 'Change group':
4) If successful, a green confirmation banner will appear at the top of the page:
Unarchiving multiple participants:
1) Find the participants you want to unarchive by clicking on 'Manage participants > Participant overview' on the left hand menu:
2) Participant accounts can be found via the 'Location' or 'User details' filters.
3) If you're using the 'Location' tab, please select 'Archived' on the 'Status' drop-down menu.
4) Click on 'Search':
5) Select the participant account(s) that you want to unarchive and click on 'Unarchive User':
6) Select a group to put the participant(s) in & click on 'Submit':
7) If successful, a confirmation banner will appear in the top right hand corner of the screen:
Should you have any issues, please don't hesitate to email us at edofe@dofe.org