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How do I archive a student? How can I restore an archived student?
How do I archive a student? How can I restore an archived student?
Katie avatar
Written by Katie
Updated over 3 weeks ago

If you are no longer seeing a student but don't want to delete them/their data from your Caseload entirely, you have the option to archive them. Here are the steps:

1) Head to the Caseload tab.

2) Select the checkbox(es) next to the student(s) you want to archive.

3) From the Bulk Actions dropdown menu, select "Archive."

4) Confirm that you want to archive the student(s).

The student(s) will no longer appear on your Caseload but will still be accessible under the Inactive tab if you need to restore them.

If you need to restore the student(s) to your Caseload to print out their notes, for example, here are the steps:

1) Head to the Inactive tab on the Caseload.

2) Select the checkbox(es) next to the student(s) you want to restore to your Caseload.

3) From the Bulk Actions dropdown menu, select "Restore."

The student(s) will now appear back on the Active tab of your Caseload.

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