Archiving Contact Records for Sites

Instead of deleting inactive contact records, you archive these records so that you can view the history of contact records for the site. You cannot delete contact records for sites. When you archive an inactive contact record, you move the record from the Current view for site contacts to the History view for site contacts.

To archive the contact records for a site

1. Navigate to the Site Management screen, then the Protocol Site List view.

2. In the Protocol Site list, drill down on the site number field of the site for which you want to archive contact records.

3. Navigate to the Contacts view.

4. Select one or more contact records to archive.

5. Click Archive, and complete the following steps:

   1. In the Archive dialog box that appears, select the date that the contact record is inactive.

      You can select a past date, but not a future date.

   2. Click OK.

      The contact record is moved from the Current view for site contacts to the History view for site contacts, and the date that you select appears in the End Date field of the History view.