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How to archive and restore programs

Move old programs out of your main list without deleting them, and find them again when you need them

Written by Agatha Beise

Archiving takes a program out of your working list without deleting anything. Use it for finished blocks, seasonal programs, and old templates you might want again next year.

Follow these steps

  1. Open Programming.

  2. Find the program you want to put away.

  3. Choose Archive.

Finding an archived program

  1. Open Programming.

  2. Switch to the Archived view.

  3. Open the program you're after, or restore it to bring it back to your main list.

Notes & best practices

  • Archiving isn't deleting. Everything in the program is kept, and you can bring it back at any time.

  • Clients already training on a program aren't affected by archiving it. Check who's assigned before you archive, so nobody is mid-block.

  • Archive at the end of each season rather than letting the list grow. A short Programming list is much faster to work in.

  • If you reuse a program each year, archive it rather than duplicating. Duplicates multiply and nobody knows which is current.

FAQ

Does archiving delete the program?

No. It moves the program to the Archived view, where you can restore it.

What happens to clients assigned to it?

Check assignments before archiving. Archiving is meant for programs that are finished, not ones in active use.

Can I restore an archived program?

Yes. Open the Archived view and restore it to your main list.

Should I archive or duplicate a program I reuse?

Archive it. Duplicating leaves several near-identical programs and it stops being clear which one is current.

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