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.
    • All the Unallocated Shifts go into "Pending Funding" Status.
    • All Shifts that have been Previously Published (Before Funding Archive) can be processed normally.
  2. When a Funding is Unarchived.
    • You will be able to edit and delete a Funding.
    • New Shifts can be added against that Funding.

How to Archive / Unarchive Funding?

Note : 

  1. To archive a fundig you will need to have Permission : Participant > Participant_Funding >> Archive : Yes
  2. To unarchive a funding you will need o have Permission : Participant > Participant_Funding >> Unarchive : Yes

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.

 

 

 

 


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