Welcome to the archives. Here is where you can view every archive to date. When you open the archives page from the dashboard it will bring up the clients archives page.
Here you can choose from a list of all the clients archived. If you click on one of the clients it will bring up more information about that archive.
In this screen, you can see the clients archived file. This will include all the usual client information and cards found in the client overview folder. (see client view - client overview for full description.) Everything you will see will be archived information about that client. you cannot edit this information. Just view it.
Back on the archives dashboard. the next page is the candidate's page. Here you can view all the archived candidate's information. You can also choose to export any archived candidate files you would like by clicking the tools icon in the top right corner and clicking the drop down export candidates button. This will download the archived files in an excel file. You can also click on an archived candidate file to view more information about that file. Similar to the clients, this will take you to a screen that is the same as the candidate's page, just an archived version. (see candidates view - candidates overview.)
The next page is the employees page. Here you can view all the archived employee files. Similar to the candidates, if you would like to export these files go to the tools icon and click export employees to download a excel file of all the archived employee files. You can also click on the employee file you would like to look at and it will bring up a page of that archived employee file. similar to the clients, this will bring you to a similar employee file as seen in the employees dashboard, however this is an archived view-only version. (see employee management - employee management overview.)
The next page is the caregivers page. Here you can view all the archived caregiver files. As before mentioned, you can also export all these files from the tools button at the top right hand corner. You can also click on a specific caregiver file to be brought to their archived file. Similar to what you would see from the caregivers file. (see caregivers folder - caregiver overview.)
The next page is the billing customers page. Here you can view all the archived billing files. As before mentioned, you can also export all these files from the tools button at the top right hand corner. You can also click on a specific billing file to be brought to their archived file. Similar to what you would see from the billing customers page. (see billing customers folder - billing customers overview.)
The next page is the referrals page. Here you can view all the archived referrals files. You can also click on a specific referrals file to be brought to their archived file. Similar to what you would see from the min menu reports tab. (see reports folder - reports overview.)
The last page is the archived visits page. Here you can see all archived visits files. You can also filter through the files by using the filter tab at the top right corner. There you can filter by a range of days, manager, visit location, service and status of their visit.
