Archiving Tasks

To run an Archive on an ad-hoc basis in Daybook:

1. From Daybook, select the Maintenance tab and then Archive .

2. The Archive Old Tasks screen displays:

   

3. Select Archive Now to run an archive.

To set up an archive protocol:

1. From Daybook, select the Maintenance tab and then Archive .

2. The Archive Old Tasks screen displays:

   

3. Complete as required:

   • Archive announcements and completed tasks:

     • That I have issued, and are older than - Defaults to 30 days, update the number of days as required.

     • That were issued by an external system and are older than - Defaults to 30 days, update the number of days as required. This currently includes Tasks received via Mail Manager, for example, CDA messages, SCR messages and GPES messages.

   Now select how you want the archiving to take place by selecting one of the following:

   • Archive automatically on closedown - Select to run the archive automatically when you close down Daybook.

   • Prompt me on closedown if an archive is due - Select to be prompted before an archive is run.

   • I will archive manually by selecting this option - Select to use Archive Now to run an archive.

4. Select OK.