Archive/Restore Programs
ARCHIVE
- Either search for a program using the search bar or go to Manage Programs.
- Un-publish the Program and then and click on the Show Details icon.
- Scroll down to the bottom of the page of the program and click on the Archive button.
- You will be presented with the an option to notify all of the registrants in the program.
- To cancel archiving, click the ‘x’ at the top right of the screen. To send a notification and archive program, choose whether or not you wish to override user communication preferences and click ‘Send Notifications’.
- To archive the program without sending a notification, click ‘Don’t Send’.
- We do recommend that you manually REFUND all participants before proceeding to archive a program that has been cancelled.
UNARCHIVE
- Click on the Active button from the Programs page to display Archived programs.
- Locate the program and go to Show Details.
- Go to the bottom of the page and click the Restore button
ARCHIVE IN BULK
To archive multiple programs at once:
- Go to Manage>Programs.
- Narrow down the search results by using the filters at the top of the screen for Categories, Achievement Levels or Reporting Period.
- Manually check off the boxes beside each program that you wish to archive or click Check All to select all and if necessary, de-select the programs you do not wish to archive.
- In the Group Actions button, select the option for Archive All:
- An archive notification message will appear that will list the names of the programs that you are about to archive.
- No notifications will be sent to registered customers.
- Selecting Archive Programs will unpublish all selected programs and move them to your archived programs list. Click Cancel if you do not wish to proceed.
- To restore programs in bulk, toggle the archive option and repeat the process but select the Restore All option.
- When you click the button at the bottom of the Program Details page – that says – Archive – the following happens.