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To get to the Archive Eligible grid navigate to Admin > Service Desk > Archive Eligible.
The default value for Service Desk Archiving is 365 days. To change the threshold for the days before a record can be Archived, see SERVICE_DESK_ARCHIVE_DAYS in the Configuration Guidesee the Tenant Management form to change the Service Desk Archiving value.
Manually Archive
All Service Desk items can be manually Archived if their Status is a valid "End State". This means only Service Desk items that have a Status of Denied, Finalized (only if the record does not have Charges for Billing), Void, or Billed can be Archived.
To manually Archive a Service Desk record follow these steps:
- Navigate to the grid, Admin > Service Desk > Archive Eligible.
- Select the item(s) to Archive.
- Click the
button.
- Enter the reason for Archiving the record earlier in the dialog that opens.
- Click the
button and the record will be run through the Archiving process immediately. - The Queued for Archiving column for the SD item is updated to indicate the SD Item is now scheduled for Archiving.
- The SD item will no longer appear in the Archive Eligible grid, once the Archiving Process completes.
- A record of the Archive attempt will be created and visible on the Archive Log grid.