Clued Up: Archiving
To help organisations comply with their GDPR obligations, or to remove records that are redundant or invalid, it is possible to archive records within the Clue. Archiving a record removes it from regular view. Only users with archive permissions can view ‘Archived’ records. Archived records can later be deleted permanently, or, reinstated if required.
To learn more about this feature, watch Nic & Sarah guide you through the feature below.
What does this session cover?
- Identifying records that need to be considered for archiving based on their Review Date
- How records can be Archived within the Clue.
- How orphan reports can be run to identify entity records not linked to anything else
- Deletion of any orphaned records using the bulk action functionality
What will I be able to do by the end of the session?
- Using views, identifying records to be reviewed
- Archive records in Clue
- Run an orphan report
- Delete records using the bulk action functionality
Looking for more information on archiving?
Our Knowledge Hub article will help you managing your archiving in Clue with ease. You can access it here.
Your session guides
