Archiving/Unarchiving a Household

*Before Archiving*

1. The household cannot occupy a unit or be enrolled in any program.
2. The household must have a ZERO BALANCE on any and all of their accounts.
3. The household must be removed from ALL waitlists.

To archive, these actions are required before moving forward. Archiving a household before taking the steps above could result in a Professional Services fee. Please proceed with care.

How-To Archive a Household:

1. Navigate to the household you wish to archive.
2. Click on the Tools menu on the side of the screen.
3. Scroll down to the gear icon* > Hover > Click “Archive Household”.
4. Confirm your intent to archive a household by selecting “Yes” when prompted.

*If you do not see the gear icon, you do not have permission to archive a household. Please see your site administrator to gain access.

How-To Unarchive a Household:

1. Navigate to Occupancy > Households > View Another Report.
   
2. From the “View Another Report link”, click on the “Archived Households” list.
   
3. From the list of archived households, select the name of the individual you would like to unarchive.
4. Once on the household profile, select the tool-box on the left-hand side
5. Scroll to the gear icon>Hover>Click “Unarchive Household.”