Archived Orders Module

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Archiving an order 

Should you wish to archive an order and no longer see this in the Scheduler module, you'll need to do the following:

  1. Find the order in the Scheduler

  2. Select the vertical ellipsis (⋮) on the order

  3. Select Archive Order from the drop down list

  4. A pop out screen will appear asking you to confirm that you wish to archive that order. Select Confirm to archive or cancel

 
When you’ve archived an order you can see it in the Archived Orders list. Archived orders are not visible in the Scheduler calendar or timeline. Resources cannot be allocated to archived orders.

 

Archived Orders list

To see any of the orders you have previously archived, select Archived Orders from the left tool bar. This will show you a full list of any orders that have been archived. 

The default filter for archived orders in the list is the current fortnight. To change this, select a different date range in the drop down calendar, then click the search button

If you select a start date later than the end date, the end date is set to be the same as the start date and vice versa. 

You can also type in the available search bar to filter the list or search for a specific archived order/s, e.g. by order ID, client, project, PO # or start time.

Alternative, you can sort alphabetically (or numerically depending on the column) by any of the top columns through clicking ˅ or ˄ at the top of any column in ascending or descending order.

 

Restore an archived order

  1. Click on the vertical ellipsis (⋮) in the far right column

  2. Select Restore from the drop down

  3. A pop out screen will appear asking you to confirm that you wish to archive that order. Select OK to archive or cancel

 

Delete an archived order

  1. Click on the vertical ellipsis (⋮) in the far right column

  2. Select Restore from the drop down

  3. You will see a message asking “Are you sure you want to permanently delete [archived order name and number]? It will also remove all relations to other entities.” Click OK (or cancel if you’re not sure). If you delete an archived order it will be removed from the system and cannot be restored.

 

 

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