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:
Open the desired facility file via the master list through the facility menu under organization
Click on Manage Facility
Select the option to archive the facility
Click Save
Confirm the popup
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.
Open the facility file by navigating to it via the master list from the facility menu option under organization
Click on Manage Facility
Select the option to restore
Click Save
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:
Open the desired facility file via the master list through the facility menu under organization
Click on Manage Facility
Select the option to disable the facility
Click Save
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.
Open the facility file by navigating to it via the master list from the facility menu option under organization
Click on Manage Facility
Select the option to enable
Click Save
The facility will now be listed as active