Archive
In many TSIs you can archive elements from the list. For example, reservations that are completed and in the past. When you archive, you can view the archived items again and retrieve them from the archive when required.
Typically, the statuses appear as follows in the action list on the right side of the screen:
Transfer to archive
Use Transfer to archive to archive elements. The elements need to be in the correct system status, such as Completed, Canceled, etc.
When a record is archived, and you have opened the archive, you will see that Transfer to archive is greyed out and Retrieve from archive is enabled. If you want to retrieve a record, use the latter action and the record is retrieved from the archive.
You can always archive or retrieve from the archive.
*In Planon, the action of ‘Deleting’ indicates that a record or data is permanently removed from the system and cannot be recovered. However, it is advisable to opt for archiving records instead of outright deletion.
To access the archive, you can click the button depicted in the following image. This button is available within each TSI where records can be archived. Upon opening the archive, you will have the option to specify the desired time period for which you wish to access the archived data.
Open archive button