Client Utilities. Complete Computer Solutions Representative Payee Manager

RPM User Guide

Client Utilities

Archive Case Notes

Select Archive Case Notes from the Utilities, Client menu to open the Archive Case Notes screen.

This screen is used to archive older case notes. Archived case notes are saved to a separate case notes archive table.

You can archive case notes prior to the archive date for all clients or for inactive clients only. The total number of case notes, earliest and latest case note date and the number to be archived will be displayed on the screen.

When you click the Archive button, you will receive a prompt reminding you to create a backup before you begin the archive process.

If you answer yes to continue, you will receive a final prompt to continue the process.

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Utilities

Select Yes to continue or No to cancel. If you select Yes, the archive process will begin. Do not cancel or interrupt the archive process. A message will be displayed when the process is complete.

Case notes that have been archived can still be viewed under Reports, Case Notes, Archived Case Notes By Client and Custom, Case Notes Archived.

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