Archiving and restoring an accountBusiness and employee accounts created in SitePass can be archived and then restored.  The system administrator, client administrator, and business administrator can perform these functions.A system administrator can archive and restore all businesses and all employees created in the system.A client administrator can only archive and restore businesses and employee accounts they have a relationship with.A business administrator can only archive and restore employees under their business group.Employees cannot access the archive and/or restore function.Archiving and restoring a businessFiltering between archived and active businessesThe status filter is displayed underneath the business heading in the left panel of SitePass. The default status in the filter is ‘Active’, which will display all active businesses in the left panel. To view archived businesses, select ‘Archived’ from the status drop-down. All archived businesses in the system will appear in the left panel and the main dashboard will filter results to show only archived businesses.You can also filter your Verification, Insurance, and Licences dashboards to show accounts with either an Active or Archived status. An example of this filter for the Verification dashboard is shown below: How to change the status of a business accountThe status of a business account can be defined on the Summary step for a business account under the Account Status section.To change the status of a business account, select the status and then click on the ‘Save and Submit for Approval’ button. The status can be set as either Active or Archived.When the status is set as Active, the business:is visible as an account in the dashboardappears under the status filter as ‘Active’ and appears in the reportsappears in the search resultscan receive system notifications, andcan be selected in the relationships.Additionally, the business workflow can be edited and the business account can log into the portal or system.When the account is set as ‘Active’ and the subscription system is on, the subscription status and expiry date will remain as they are when an account is archived and moved to Active.When the status is set as ‘Archived’, the business:appears under the ‘Archived’ filterdoes not appear in the search resultsdoes not appear in the report resultsdoes not appear in the dashboards, anddoes not receive system notifications. Additionally, when the status is set as ‘Archived’:the business administrator is unable to log in to the portal and/or SitePassthe business’s workflow cannot be edited, apart from the account status, by any usercurrently archived accounts, including businesses which have registered but have not been authorised, are not displayed in SitePass, and the client permissions stop an account from being able to edit a form as the ‘Save’ button on each form or light box is hidden – note that this same permission will need to be assigned to all users.Archiving and restoring an employeeFiltering between archived and active employeesThe status filter is displayed underneath the employee heading in the left panel of SitePass. The default status selected in the filter is ‘Active’, which will display all active employees in the left panel under the respective business. To view archived employees, click on the status drop-down and select ‘Archived’. All archived employees will be displayed underneath the business.How to change the status of an employee accountThe status of an employee account can be defined on the personal details workflow step for an employee.To change the status of an employee account: Go to the Personal Details' stepScroll down to the Account Status section.Select the new status.Scroll down to the bottom. Click on the Save and submit for approval button.An example of the  Account Status section for an employee's account is shown below: The following outcomes will occur for each status selected against an employee account:When 'Active' is selected:the employee appears under the ‘Active’ status filterthe employee receives system notificationsthe employee appears in the SitePass Report and User Training Reportthe employee’s workflow can be editedthe employee can log in to the systemthe employee appears in the search results by default, unless defined otherwisethe employee is visible as an account in the dashboardsthe induction card will remain unissued when the status is changed from expired to activethe status of the induction card will be unissued if the account is archived, and when made active the status of the induction card will remain unissuedif the subscription system is on, the subscription status and expiry date will remain as they are, and if the subscription is current, when an account is archived and moved to active, the account subscription status will remain. Note that if the subscription is expired, it will remain expired. However, if there are 40 days remaining, it will be made active within that time period.When 'Archived' is selected:the employee appears under the ‘Archived’ filter in the group listcurrently archived accounts are not displayed in SitePass, they will now need to be visiblethe employee is unable to log in to the portal and/or SitePassthe employee does not appear in the search resultsthe employee does not appear in the report resultsthe employee does not receive system notificationsthe employee details or any steps cannot be edited by any userthe client permissions stop an account being able to edit a form as the ‘Save’ button on each form or light box is hidden – note that this same permission will need to be assigned to all usersthe employee is visible as an account in the dashboardsthe induction card is unissued from the accountif the induction card has been issued, the card is unissued from the accountif the subscription system is on, this will continue to count down until expired, and when the subscription system is enabled, the subscription is still connected to the account and it will continue to count down until expired. The user will not be sent notifications of the expired account.