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Common Functions

Archiving Records

General procedure for archiving records that are no longer required.

Records stored within myosh modules that are no longer needed can often be archived instead of permanently deleted. This retains the record for historical purposes but removes it from active views.

General Archiving Steps

  1. Open the specific record (e.g., Document, Competency, Occupation Requirement, User) that needs to be archived.
  2. Locate and select the 'Archive' button. This might be at the bottom of the form or in a menu toolbar.
  3. Confirm the action when prompted (e.g., Select 'Yes').
  4. The record's status will typically change to 'Archived'.
  5. Select 'Exit' or 'Save' if necessary.

Viewing Archived Records

To view archived records, you usually need to adjust the filters in the record list, often by changing an 'Archived' status filter from 'False' to 'True'.

Restoring Archived Records

Some modules (like Users) provide a 'Restore' function to bring archived records back into active status. This usually involves filtering to show archived records, selecting the record, and choosing a 'Restore' option from a menu.

Version: 3

Adding Attachments

How to attach files, images, or other documents to records within myosh.

Customising Column Headings

How to change the columns displayed in the main record list view for a module.

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General Archiving StepsViewing Archived RecordsRestoring Archived Records