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Facility records cannot be deleted from the system. If a shop or location is closed, the facility status can be changed from ACTIVE to INACTIVE. The option to disable or archive the facility exists.

In the event the data is later needed, the facility status can be changed back to an ACTIVE status.

Archiving a Facility

Archiving a facility leaves the facility as a semi-active status so that the archived facilities data can be used in reports, but it disable the fields within the facility file from editing.

To archive a facility:

  1. Open the desired facility file via the master list through the facility menu under organization

  2. Click on Manage Facility

  3. Select the option to archive the facility

  4. Click Save

  5. Confirm the popup

  6. The facility will display the status as archived-active

Restoring the Facility

The archive action can be reverted by performing the restore action. This will place the facility back into full active status.

  1. Open the facility file by navigating to it via the master list from the facility menu option under organization

  2. Click on Manage Facility

  3. Select the option to restore

  4. Click Save

  5. The status of the facility will now display as active

Disabling a Facility

Disabling a facility causes the facility record and data (work orders, parts, fuel transactions, etc.) to be inaccessible.

To disable a facility:

  1. Open the desired facility file via the master list through the facility menu under organization

  2. Click on Manage Facility

  3. Select the option to disable the facility

  4. Click Save

  5. The facility status will now display as inactive

Enable Facility

The disable action can be reverted by performing the enable action. This will place the facility back into full active status.

  1. Open the facility file by navigating to it via the master list from the facility menu option under organization

  2. Click on Manage Facility

  3. Select the option to enable

  4. Click Save

  5. The facility will now be listed as active

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