{"id":60724,"date":"2023-12-27T09:33:09","date_gmt":"2023-12-27T09:33:09","guid":{"rendered":"https:\/\/support.ospreyapproach.com\/?post_type=pracctice_guide&#038;p=60724"},"modified":"2024-07-30T14:58:39","modified_gmt":"2024-07-30T13:58:39","slug":"managing-your-matter-archive-details-list","status":"publish","type":"pracctice_guide","link":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/managing-your-matter-archive-details-list\/","title":{"rendered":"Managing your Matter Archive Details list"},"content":{"rendered":"<div class=\"card\">\n\n    <p class=\"mb-2\"><strong>Who is this guide for?<\/strong><\/p>\n    <p class=\"mb-0\"><i class=\"far fa-user fa-fw mr-2\"><\/i> <strong>Case Management Supervisors<\/strong> and <strong>System Supervisors<\/strong><\/p>    \n<\/div>\n\n\n\n<h2 class=\"wp-block-heading\">This guide will show you how to manage your matter archive details list<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">When archiving a matter, users can select an existing Archive Location or Archive Reference, as well as create new ones.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"558\" height=\"218\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2023\/12\/image-119.png\" alt=\"\" class=\"wp-image-60725\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/12\/image-119.png 558w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/12\/image-119-300x117.png 300w\" sizes=\"auto, (max-width: 558px) 100vw, 558px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"h2 wp-block-paragraph\">Switching between Locations and References<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Using the radio buttons at the top of the screen will allow you to switch between Locations and References.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"285\" height=\"61\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2023\/12\/image-121.png\" alt=\"\" class=\"wp-image-60727\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"h2 wp-block-paragraph\">Adding new Locations and References<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">To create new Location or Reference, locate the field at the top of the page.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"406\" height=\"52\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2023\/12\/image-122.png\" alt=\"\" class=\"wp-image-60728\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/12\/image-122.png 406w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/12\/image-122-300x38.png 300w\" sizes=\"auto, (max-width: 406px) 100vw, 406px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Enter the new Location or Reference, depending on which radio button is selected. Once done, click Save.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"874\" height=\"258\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2023\/12\/image-123.png\" alt=\"\" class=\"wp-image-60729\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/12\/image-123.png 874w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/12\/image-123-300x89.png 300w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/12\/image-123-768x227.png 768w\" sizes=\"auto, (max-width: 874px) 100vw, 874px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"h2 wp-block-paragraph\">Amending and removing Locations and References<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">If you need to remove any locations or references, you can via the Supervisor Area.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Go to Supervisor &gt; System Setup &gt; Matter Archive Details. A list of current locations may be visible.<\/p>\n\n\n\n<p class=\"is-style-warning wp-block-paragraph\">If a location is edited, existing matters archived to this location are not automatically updated and retain their original location.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"864\" height=\"317\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2023\/12\/image-120.png\" alt=\"\" class=\"wp-image-60726\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/12\/image-120.png 864w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/12\/image-120-300x110.png 300w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/12\/image-120-768x282.png 768w\" sizes=\"auto, (max-width: 864px) 100vw, 864px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Right-click any entry to Edit or Delete. This may be necessary if there are any spelling mistakes, or invalid entries.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>This guide will show you how to manage your matter archive details list When archiving a matter, users can select an existing Archive Location or Archive Reference, as well as create new ones. Switching between Locations and References Using the radio buttons at the top of the screen will allow you to switch between Locations [&hellip;]<\/p>\n","protected":false},"author":22,"featured_media":0,"template":"","categories":[179],"tags":[],"class_list":["post-60724","pracctice_guide","type-pracctice_guide","status-publish","hentry","category-supervisor-system-setup"],"acf":{"display_as_dashboard_announcement":false,"announcement_title":"","announcement_type":"New feature","announcement_link_text":"Learn more","announcement_image":null},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Managing your Matter Archive Details list - Osprey Approach Customer Support &amp; Training | Osprey Academy<\/title>\n<meta name=\"description\" content=\"This guide will show you how to manage your matter archive details list\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/managing-your-matter-archive-details-list\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Managing your Matter Archive Details list - Osprey Approach Customer Support &amp; 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