Archiving a Job Title
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Important:
- You must unassign all users from a job title before you can archive it.
- Archiving a job title also cancels all active tasks currently assigned to that job title.
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- Click System Settings, click Company Setup, and then click Job Titles.
- If multiple sites exist, select the site containing the job title you want to archive.
- Click Archive.
You should now see one of the following warnings, depending on whether your PolicyTech system is hosted by NAVEX Global (first warning) or installed on your organization's premises (second warning).
- Do one of the following:
- If your PolicyTech system is hosted by NAVEX Global, click Continue.
- If you're prompted to back up your database, click Back Up Database, click OK, and then. when the backup is finished, click Close. Because backing up the database automatically logs you out of PolicyTech, log back in and repeat steps 1 through 3 above. Then, on this step, click Continue.
- Select a job title, and then click the red Archive button.
Note: See The Archive for details on restoring an archived job title.
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