Archive Overview in Scotland

When you select Registration Links from the Vision 3 start-up menu, you may see the reminder:

A Quarterly Archive is Due - OK

You need to carry out a Quarterly Archive straightaway. The quarterly archive should be carried out on or after the third day of the quarter month (see Quarterly Archive). This archives Completed Transactions for the quarter on to floppy disk so they are retained for safe storage.

If it is your first time accessing Registration Links, you may see the message:

No completed transactions to Archive for Quarter ending [date]. Do you wish to advance the Quarter end date to [date + 3 months]?

Yes / No

This allows you to extend the current quarter for another three months until the next quarter end, before another archive reminder is given.

Archive can be selected from the top menu options, or by selecting Archive . Then select Quarterly Archive (see Quarterly Archive in Scotland).

After running the quarterly archive, a Quarterly Archive Certificate prints, a copy of which should be sent to the HB. An On-Line Archive is created at the same time as a Quarterly Archive, storing all the quarterly Deduction transactions (DEF) in the computer. Should you wish to refer to a quarter's transactions, these can be viewed or printed from On-Line Archive, rather than retrieving from floppy disk.

An interim archive (see Interim Archive) would only be carried out during a quarter at the request of the HB in the light of, say, a practice dispute. This archives from the last archive to the present date.