ADMINISTRATOR: Archiving a Job Plan
This article would only be applicable to users with an Administrator system role on their account, and would not include advice for non-administrator users looking to have their Job Plan archived.
There may be instances in which a Job Plan needs to be abandoned or archived, so that a new entry can be created - this is particularly the case if a user needs to create a Job Plan for the next year, but their previous Job Plan is still awaiting sign off. This means that their previous Job Plan can be retained on the site, but doesn't require further sign off before they can create their next Job Plan.
To archive a Job Plan, you would need to access the Job Plan itself, and then select the Archive Job Plan button at the very bottom of the list of sections on the left-hand side of the Job Plan.
### Archiving a Submitted Job Plan
You must provide a reason for the Job Plan being archived; in the purposes of this example, it could be just as straightforward as enabling another Job Plan to be created, but this can be as detailed as you wish. This reason would be communicated to the Job Plan owner, and available for your own reference.
Once you've entered the reason and saved this, the Job Plan will now show as Archived to the top-right of the Job Plan page.
The user's Job Plan compliance page will also indicate when the Job Plan was archived; if this is clicked, you would be able to view the reason for the archiving.
There may be instances in which a Job Plan needs to be abandoned or archived, so that a new entry can be created - this is particularly the case if a user needs to create a Job Plan for the next year, but their previous Job Plan is still awaiting sign off. This means that their previous Job Plan can be retained on the site, but doesn't require further sign off before they can create their next Job Plan.
To archive a Job Plan, you would need to access the Job Plan itself, and then select the Archive Job Plan button at the very bottom of the list of sections on the left-hand side of the Job Plan.
Archiving a Draft Job Plan
### Archiving a Submitted Job Plan You must provide a reason for the Job Plan being archived; in the purposes of this example, it could be just as straightforward as enabling another Job Plan to be created, but this can be as detailed as you wish. This reason would be communicated to the Job Plan owner, and available for your own reference.
Once you've entered the reason and saved this, the Job Plan will now show as Archived to the top-right of the Job Plan page.
The user's Job Plan compliance page will also indicate when the Job Plan was archived; if this is clicked, you would be able to view the reason for the archiving.
Updated on: 14/11/2024
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