deleting, archiving, and reactivating sites

TABLE OF CONTENTS

• Walkthrough
• Active, Archive, and Delete Terms
• Archiving and Deleting Sites (Individually)
• Archiving and Deleting Sites (En Masse)
• Reactivating Archived Sites

Walkthrough

Active, Archive, and Delete Terms

• When you create a site, it is Active by default upon enrollment, meaning that you can collect data, assign staff and members, and the site is visible. 
  
  
• There may be times when you will need to Delete a site. This is possible only if there is no data (reports or timesheets) connected to the site. 
  
  
• When sites are no longer active, you can choose to Archive them which will not remove any data, just remove the site from view. You can Reactivate a site if needed. 

Archiving and Deleting Sites (Individually)

1. On the left, in your Mission Control, click Reporters, Staff, & Sites.
   
   
2. On the right side, click Manage sites & cohort.
   
   
3. Click on the site where you want to make an update.
   
   
4. The Site Profile will open.
   
   
5. If a site has no data – reports or timesheets – connected to the site, then you will see the icon to delete it, otherwise you will only see the option to archive the site. 
   
   

Archiving and Deleting Sites (En Masse)

Sites will be Active by default when you enroll them, but there may be times when you will need to Delete a site (possible only if there is no data – reports or timesheets – connected to the site) or Archive a site.

1. On the left, in your Mission Control, click the Reporters, Staff, & Sites.
   
   
2. At the bottom of the page, select Manage sites . 
   
   
3. Scroll down to see your list of sites.
   
   
4. Select the checkboxes alongside those sites you’d like to make changes to.
   
5. In the “Select action” drop-down menu at the top, you’ll see a number to the right of the “Select action” text.  That number confirms the total number of sites that you have selected.
   
   
6. Open the drop-down menu and select the option that corresponds with the action you’d like to take.
   
   

REMEMBER: You will only be able to delete sites that have no data (reporting or timesheets) connected to them. Archiving a site will not remove any data associated with that site, and the archived site can be restored at any time.

Reactivating Archived Sites

If a site is archived, you can always reactivate it by following these steps.

1. On the left, in your Mission Control, click Reporters, Staff, & Sites.
   
   
2. On the right side, click Manage sites & cohort.
   
   
3. Use the Customize a View option to select Archived Sites and click View.
   
4. Click on the site where you want to make an update.
   
   
5. The Site Profile will open.
   
   
6. Open the Name & Status panel and click the Edit button.
    
7. A window will open.
   
   
8. From here, you can change the Status from 'Archive' to 'Active'.
   
   
9. Click Save to update the site.

Now the site will appear with your Active sites. 

WARNING: Never overwrite the name of a site, even if it is being ‘replaced’ by a new site. Overwriting site names will result in previously entered data appearing with the new name. Create new sites, and only use the editing feature to clarify or correct name.