Archive a Job

Use the Storage and Folders submodule to archive inactive jobs.

To use the Job Archiving submodule, you must have access to Settings as defined in the User Access Rights submodule under Settings.

Before you can archive jobs, you must first set up a job folder. For instructions, see GUID-98C6B1F5-B939-46F4-970A-719EA0E50DA1.html#GUID-98C6B1F5-B939-46F4-970A-719EA0E50DA1.

To archive a job:

1. On the main toolbar, click Settings .
2. If you have more than one company in your system, use the drop-down list above the left pane of the Settings screen to select the company containing the job that want to archive.
3. In the left navigation pane of the Settings screen, click Folders, Reports & Documents > Storage and Folders.
4. In the grid, select the check box that corresponds to the jobs you want to archive.
   To select all jobs, click Select all on the grid toolbar.
   To clear your selection, click Deselect all .
5. On the grid toolbar, click Archive now .
   Note: The process may take some time if you have many folders and files in your job folders. WorkBook recommends archiving 10 to 20 jobs at a time.