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STB - Archive Excursion
Administrators have the ability to archive approved or completed excursions to clean up the excursion list on the SafeTripBuilder homepage.
This is available to users with a client-admin, client-admin-assistant, group-admin or group-admin-assistant role in SafeTripBuilder.
Archived Excursion Status
Excursions which have been converted to archived status:
| Can | Cannot |
| Be viewed and exported | Be edited or updated |
| Be accessed by using the search filters | Be found by default on the STB homepage |
| Be copied into a new excursion or template | Be changed back to any other status |
How to Archive
Open and scroll to the bottom of any approved or completed excursion - you will see an option to 'Archive Excursion' in the Pre-Departure and Post Excursion section:
Clicking on the button will open a prompt to confirm you want to go ahead with the non-reversible process of archiving an excursion:
After archiving, the excursion will no longer be viewable on the default home page.
Accessing and Working With Archived Excursions
Using the "Filter by" search function on the SafeTripBuilder home page, you can search for archived excursions. Select the words "Filter by" to reveal a list of filtering options.
Click "Select Excursion Status" and "Archived".
This will return a list of all your archived excursions:
You can click on an archived excursion to view and review the excursion - including all checklists, free-text fields and attachments. You are not able to make any changes or updates to the archived excursion. You are able to export the excursion and checklists to PDF.
Archived excursions can be copied - using the copy icon in the 'Action' column - to create a new excursion based on this risk profile, or to create a new template. The workflow is the same as for copying an excursion from any other status. Click here for a step-by-step guide on how to copy an excursion risk profile.