For items which have a shelf life (for example equipment), you can add a retirement date in Papertrail.
Storing records of retired equipment in Papertrail allows you to evidence the fact that retired equipment is no longer in use. You can access a list of all records which have been retired at any time by clicking on the Archived option in the Filters tab.
You can also see a list of items that are due to be retired within the next six months by clicking on the Retire number in the dashboard, which is useful for planning ahead when it comes to purchasing new equipment.
Retired records do not count towards your total records allowance within your Papertrail account.
How to set a retirement date for a record in your Papertrail account
You can specify the retirement date of a piece of equipment when adding the record to Papertrail. You can also edit an existing record to add the retirement date.
Date setting in Papertrail is relatively simple but it can be a little daunting when you are trying to choose a date 5 plus years in the future. To help you do this there is a shortcut that can help you.
When you are about to set the date, click on the date at the top and scroll through until you see the year you are looking for.
Select the month you want to use, and a drop down calendar will appear, allowing you to chose the specific day and date for retirement of the product.
You can select a date for retirement as far in the future as you need. Don't forget that if you have the same retirement date for multiple items you can edit multiple records at once.
See related articles:
- How to edit a record
- How to retire (archive) a record
- Importing products to Papertrail from the PPE directory
Still can't find the answer you need? We'd love to help!
Contact our Customer Support Team via the chat button in the lower right corner of the screen, on +44 (0)1248 791270 or at email@example.com.