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Internal: Procedures for Archiving a Firm Record

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When a firm is archived in EMS, it is no longer an active firm that can host current products, and has limited access. A firm would be archived for several reasons. Reasons include the location being a duplicate record for an active firm or a location that's not in business.

Archiving requirements

Steps to archive a firm

  1. In EMS, click Utilities, then Perform Firm Archive from the drop-down menu.
  2. Enter the Firm ID that you wish to archive – double check the accuracy of this information, then click Ok.
  3. You will receive one of two following messages:
    • Please enter the following information: you can complete the fields and click Ok to save the archive request.
    • Firm [name] has current production products. Do you really want to archive it?: this is displayed when there are currently active products. Care should be used when determining the best course of action. If you wish to archive, click Yes to continue.
  4. Click Ok to complete the archive process.

Steps to un-archive a firm

If it's determined the archive needs to be removed because the location is again active, or there's an email that needs to be removed from the account, use the following steps.

  1. In EMS, click Utilities, then Perform Firm Un-Archive from the drop-down menu.
  2. Enter the Firm ID that you wish to archive, then click Ok.
  3. You will be required to enter your three character initials and the reason for the un-archive request.
  4. Click Ok to complete the un-archive process.

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