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:
- From the RepairLink Overview, click to highlight the transaction you wish to archive.
- Click Archive from the menu.
- 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:
- From the RepairLink Overview, click View Archive.
- The View Archived Transactions window displays.
- Use the search fields to narrow your results if needed. Note: To get results, at least one search field must be completed if the Date Range is not provided.
- Click Search. Results will appear in a grid.
- Double-click the correct transaction from the results list to view transaction details.
- When finished, click the X in the upper right-hand corner of the View Archived Transactions window to close.