FAQ - How do I archive / restore / Delete a Service Provider
Please note that the data of an archived Service Provider will be stored. It will however not be visible except from the archive query.
How to Archive a Service Provider
- Select Portfolio Data from the main menu and then Service Providers from the sub-menu to display the Service Provider List
- Use the Search and Filter feature to search for the Service Provider that you want to archive
- Click on the View button to open the Service Provider dashboard
- From the Options drop down, select Archive (see example below)
- On the confirmation pop-up, click OK
How to Restore (unarchive) a Service Provider
- Select Portfolio Data from the main menu and then Service Providers from the sub-menu to display the Service Provider List
- From the Options drop down on the Service Provider List, select View Archived to display a list of all Archived Service Providers
- Use the Search and Filter feature to search for the archived Service Provider that you want to restore
- Click on the View button to open the Service Provider dashboard
- From the Options drop down, select Restore
- On the confirmation pop-up, click OK
How to Delete a Service Provider
- Select Portfolio Data from the main menu and then Service Providers from the sub-menu to display the Service Provider List
- From the Options drop down on the Service Provider List, select View Archived to display a list of all Archived Service Providers
- Use the Search and Filter feature to search for the archived Service Provider that you want to delete
- Click on the View button to open the Service Provider dashboard
- From the Options drop down, select Delete
- On the confirmation pop-up, enter the work DELETE and click OK. Note - Deleted Service Providers cannot be recovered or restored and all links between a deleted Service Provider and Maintenance Tickets in the system will be lost.