Understanding how to archive or delete your Sites.
No longer serving a site? Let's understand how you can easily archive or delete a site permanently.
Why archiving Sites is recommended?
We always recommend that you archive the site you wish to take off your list. You might not be serving a particular site anymore; however, you may need information related to it, such as shifts/duties performed or past reports. If the site has been archived, you will be able to find such information easily.
Deleting the Site will remove all past records related to it from the system.
How to Archive a Site?
- Logon to your Manager Web app, and click on the "Sites" section at the top.
- Choose the Site you wish to archive from the "All Sites" list by clicking on its name.
- Click the 3-dots "
" icon located just beside their name & click "Archive".
- Click "OK" to confirm the change.
- Once confirmed, the staff member will be removed from your All Staff list & won't be available for scheduling going forward.
If the Site has an already scheduled for a future shift, you will be prompted to clear the schedule. Click "Yes" to clear the schedule & archive the site.
If the Site has an active ongoing shift, you will receive a warning regarding the active shift.
How to Delete a Site?
Only an archived Site can be deleted.
- In the "Sites" section, the Archive "
" icon is located above your All Sites list on top of the Search bar. Tap on it to see the list of your Archived Sites. - Click the 3-dots "" icon located just beside their name & choose "Delete".
- Click "OK" to confirm the deleting the Site permanently.
Deleting the Site will remove all past records related to it from the system.
If you have questions/queries, you can always reach out to your Customer Success Manager directly or contact our 24*7 Customer Support at +1 (604) 628 7015.