You can archive multiple selected records at once using a memorized worklist (for more information about this tool, refer to Section 10.5). This function is available for all modules.


  1. Go to the relevant module(s) to select records that you need to archive by using the memorize record icon .
  2. Go to Tools 🡪 Manage memorized items.
  3. Select records that you need to archive by checking the corresponding box.
  4. Generate a worklist (for more information about this tool, refer to Section 10.5.
  5. Click on the “Archive all records” button. A pop-up opens to inform you that all records will be set as archived.


Your records are now archived. Archived records will not appear unless specifically requested.