Archiving personnel
You can transfer personnel data to be retained to your digital personnel archive via the Transfer to archive option in the action panel. Once persons and their data have been transferred to the archive they can be viewed, but can no longer be modified. In order to modify any archived data, you must first retrieve the relevant person from the archive.
The ability to transfer a person to the archive depends on your settings and authorizations. It is not possible to archive personnel:
• If a person is present in an active order (of any order type) as either the internal tradesman or the contact person of the external tradesman address.
• If any related Planon account is present.
You can dearchive personnel from the archive using the Retrieve from archive option in the action menu.
It is not possible to dearchive a person if the linked work address is archived.