Archive/ Unarchive Funding

In this article we will learn about 

1. What Happens when we Archive / Unarchive Funding?
2. How to Archive / Unarchive Funding?

What happens when we archive/unarchive Funding?

1. When a Funding is Archived.
   • No New Shift can be added against that Funding.
   • You will be not able to edit and delete a Funding.
   • All the allocated Shifts go into "Pending Funding" Status. Allocated -> Pending Funding 
   • All the Unallocated Shifts go into "Pending Funding" Status. Unallocated -> Pending Funding 
   • All Shifts that have been Previously Published (Before Funding Archive) will stay as is. 
2. When an Funding is Unarchived.
   • You will be able to edit and delete that Funding.
   • New Shifts can be added against that Funding.
   • All the Allocated Shifts that went into "Pending Funding" Status due to funding being archived will now revert to allocated. Pending Funding -> Allocated
   • All the Unallocated Shifts that went into "Pending Funding" Status due to funding being archived will now revert to unallocated. Pending Funding -> Unallocated
   • All Shifts that have been Previously Published (Before Funding was archived) will stay as is. 

 

How to Archive / Unarchive Funding?

Archive Funding 

Navigate to the CRM > Participants. This will open a Participant CRUD page.

Click on the Participant for whom you want to archive Funding.

Go to the Funding Tab.

Then Click on the Archive Button associated with that Funding.

Clicking a archive icon a prompt will appear with the options to Cancel or archive. If you still wish to archive the Funding then click >Yes, if not then select Cancel.

Unarchive Funding 

Click on the Unarchive Button associated with that Funding.

Clicking a Unarchive icon a prompt will appear with the options to Cancel or Unarchive. If you still wish to Unarchive the Funding then click >Yes, if not then select Cancel.