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Archiving Coverages

Remove outdated coverages without deleting them.

Beginner2 min readUpdated 2024-12-06

Your coverage library grows over time. Some labels you stop using because a policy form changed, or because you switched the wording to something cleaner, or because the carrier you used to write that coverage for is no longer sending you work. Either way, you do not want the old label clogging up the dropdown, but you also cannot just delete it because past awards reference it.

If you outright delete a coverage that is in use, you risk breaking historical awards: the line item could lose its label, the totals could glitch, or the document might fail to regenerate. None of those are acceptable on a closed case.

Archiving is the safe middle ground. The coverage drops off the active dropdown so you stop seeing it on new awards, but it stays attached to every appraisal that already used it. Records stay intact, your working list stays tidy, and if you ever need the label back, one click restores it.

Archiving a Coverage

1

Go to System Data → Coverages

Navigate to coverage management.

2

Find the Coverage

Locate the coverage to archive.

3

Click Archive

Use the archive button/menu option.

4

Confirm

Coverage moves to archived list.

Restoring Archived Coverages

View archived coverages by clicking "Show Archived". From there, you can restore any coverage back to active status.

Suggest an editLast updated 2024-12-06
Archiving Coverages | AwardLettr Docs