Agreements Expiring - can we archive instead of delete?

June 13, 2019 at 7:00 AM

After agreements have expired, is there a way to archive them instead of deleting them so we can view them in SLM? This is for applications we have decommissioned but need to view data historically for.

natrice
7 years ago
I'm not sure if there is, so interested to see if anyone has any advice. Currently what we do is turn off Auto Notifcations and create a master agreement called Expired Agreements, and move them under that Master Agreement. This makes it easier to filter out. Not sure if this is the best way, but an option if no one has any alternatives.
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Paul_Smith
7 years ago
Where I want to retain agreement information, but don't want it getting in the way, I rename the agreement by adding "ZZ REASON - " to the beginning. This means that my reports either filter out everything beginning ZZ, or only look at these. For the 'reason' I use things like RETIRED, CONSOLIDATED etc so that I know the reason why it is not in the main list. It's not elegant but it works (and when you list everything, all of the ZZ entries are at the bottom).
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Agreements Expiring - can we archive instead of delete?