To keep the network database a manageable size, or to control access to older cases, a user with the appropriate rights can move cases with a status of ‘Closed’ or ‘Quick Saved’XXX is that true? from the network database to an archive database at anytime. The archive database must be created before cases can be moved to it. For information on creating archives, please see the SearchDataLoc section of the Supervisor Manual.
To move cases to an archive database:
Use the Location: Network database and Search Name saved search for Autoupload (it may have a different name depending on how it was saved at your center). This search’s criteria should include prompting for a date range and searching for closed cases, that are unlocked and have a Scanout Status checkbox checked. To verify this, you can view the parameters input under the Case List – Advanced display Tab 2.
Click the Search button and enter the starting and ending dates when prompted. Select cases to archive from the search window. You can select all displayed or, if you choose selected cases, supervisors will be able to select up to 500 cases, other users will only be able to select up to 100 cases.
From the File menu, select Move/Copy Cases. Select the Archive database from the Destination database dropdown. Click OK to move the cases.