When a worker is no longer associated with any permits, the worker can be archived.
- Click "EHSA".
- Click "Workers".
- Click "Workers".
- Find the worker name and double-click the row with the proper name.
- Find the "Attach PI" tab near the bottom of the screen and click on it.
- Be sure the worker is not attached to any permits under "PI(s) attached to: worker name"
- If any permits remain in this list, and you are certain the worker is no longer associated with the indicated "Permit #", click "Detach".
- Record the date that you confirmed the worker is no longer associated with any permits in the "Termination Date" field.
- Click "Save".
- If the worker is also set up as a User, do steps 11-15 before continuing with 16. Otherwise go straight to 18.
- Click "Other" in the admin menu.
- Click "Users" under "Administration"
- Single click the row containing the worker's name
- Click the "Archive" button at the top of the screen.
- Click "Yes" on the "Confirm" screen that pops up.
- Repeat steps 1-3
- Single click the row containing the worker
- Click "Archive Worker" at the top of the screen
- Click "Yes" on the "Confirm" screen that pops up.