Archive a Participant to remove them from your Active Participant Listing. You should do this when you are no longer managing this Participant's Plan.
Table of Contents:
Steps to Archive
View Archived Participants
Restore Archived Participants
If you are no longer providing Plan Management Services for a Participant you should archive them in Planability.
NOTE: Archiving a Participant does not automatically end or reduce Service Bookings. You need to action this first.
- Read End Service Bookings for more detail.
Steps to Archive a Participant:
- Update the Offboarding date by editing the Participant details. The offboading date can later be viewed from the Archived Participant listing.
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When a participant is archived, the connection with Carers and Support Coordinators is removed.
We recommend keeping a record of these linked contacts by adding a note before archiving.
A warning message will pop up when choosing to archive a participant, notifying the user that the associated data will be lost.
- Archive them from the Participant Details Page: Select Archive from the Menu located on the top right of the screen.
or /
- from the Active Participant Listing, select Archive from the ellipses buttons to the right:
When you archive a participant using either method, they will be removed from your Active Participant Listing. This means that the participant and their associated contacts will no longer receive any notifications from Planability, including statements or low budget warnings.
View Archived Participants from
To view archived Participants select the Archived Participants tab or option in the main menu.
Un-archive / Restore a Participant
If needed, you have the option to restore an archived Participant by clicking on the buttons to the right. This action will restore them as an Active Participant.
Make sure you have adjusted Service Bookings and Opt-in Settings accordingly.
Read Edit Service Bookings for more detail.