How to retire (archive) a record

How to hide records with inspection history in your account

Vicki Jones avatar
Written by Vicki Jones
Updated over a week ago

If a piece of equipment has come to the end of its date for retirement, is not suitable for use anymore or is not required anymore, it is time for it to be retired in your Papertrail account.
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To retire a record, you will need to Add an Inspection to the record and select the Retired (Will archive) state. You may want to add a description as to why you are retiring it and an image. This can be done during the inspection process in the web and mobile application.
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Saving the inspection will archive the record. You will still be able to access the record history, but the record will be hidden from view and will no longer be flagged for inspection.

To view the history of the record, use the Archived filter on the left hand menu to turn archived records visible.

Saving the inspection archives the record in the folder that they were sat in at the time of inspection. We recommend adding a folder called Archived to your account so you can move all your archived records into one place. This makes deleting folders easier as there will no 'hidden' archived records within them.

Records that have been retired (archived) no longer count towards your subscription allowance, so when you retire an item it frees up space for a replacement.

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