Download PDF โ HowToArchiveAndUn-ArchiveAccountsInFlowpath.pdf
How to Archive and Unarchive Sites in FlowPath
Access Global Settings
Log into FlowPath.
Go to global settings.
Navigate to Accounts or Sites
Click on accounts or sites from the list provided.
Select Site to Archive
Choose the site you want to archive.
Check for Users and Locations
Ensure there are no users associated with the locations of the site before archiving.
Archive the Site
Scroll down to find the "archive account" option.
Click on "archive account" and confirm the action.
Verify Site Archival
The site is now archived and will not appear in drop-downs for work orders or site searches.
Unarchive a Site
To restore an archived site, click on the archived site.
Scroll down to find the "archive account" option.
Click on "archive account" and confirm the action to unarchive the site.