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Archiving RepairLink Transactions/Viewing Archived Transactions

  • Updated

KB Article #251

Once a transaction has been completed, it can be archived to keep your Overview window better organized. Transactions must have a Status of Completed, Submitted For Reimbursement, or Canceled in order to archive. Transactions will be available for 12 months after archiving and are then permanently deleted.

To archive a RepairLink transaction:

  1. From the RepairLink Overview, click to highlight the transaction you wish to archive.
  2. Click Archive from the menu.
    2017_archive.jpg
  3. The transaction is archived and removed from the Overview window.

Once transactions are archived, they can still be viewed when needed. Note: Users can only view transactions that they have archived. Admins and Power Users can view all archived transactions.

To view archived transactions:

  1. From the RepairLink Overview, click View Archive.
  2. The View Archived Transactions window displays. Select the transaction Date Range from the criteria--this is a required field. Results will be filtered by the Date Received.
    2017_viewarchive3.jpg
  3. Use one or more of the additional fields to narrow your search:
    • Company Name
    • RO#
    • Make
    • Year
    • Model
    • Transaction ID (The "RLK" prefix does not need to be included.)
    • VIN
    • Invoice Number
  4. Click Search. The results will display below.
  5. Double click the correct transaction from the results list to view transaction details.
    2017_viewarchive4.jpg
  6. When finished, click the X in the upper right-hand corner of the View Archived Transactions window to close.

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