Archiving and Restoring sub-participants

Overview

Overview

The Archive functionality allows users to manage sub-participants by removing them from the active participant list without permanently deleting their data. Archived sub-participants can still be accessed and restored when needed. This ensures flexibility in managing participant records while maintaining historical data for reporting and auditing purposes.

Step-by-Step Approach

1. View Archived Sub-Participants

• Navigate to the Participant module within the event.
• Access the filter or view options available in the participant listing.
• Select the Archived filter or status to display archived sub-participants.
• The system will display all sub-participants that have been archived, along with their relevant details such as name, email, and previous status.

2. Restore Archived Sub-Participants

• From the archived sub-participants list, locate the participant you want to restore.
• Select the sub-participant record.
• Click on the Restore option.
• Confirm the action (if prompted).

3. Verify Restored Participant

• Once restored:
  • The sub-participant will be moved back to the active participant list within the event.
  • All associated data, including details, activities, and communication history, will remain intact.
• Verify that the participant is visible under the active list and reflects the correct status.

Result

• Users can easily access archived sub-participants without losing historical data.
• Archived records can be restored at any time for continued participation or updates.
• This functionality ensures better data management, flexibility, and traceability within the Participant module.