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Archive a service user

In this article, we explain how to make a service user inactive, and how to archive their case file.

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Written by Lucy Robbie
Updated over 3 weeks ago

You can't delete a service user records from Access Care Planning, but you can make them inactive and archive their employee record.

Make an employee inactive

  1. Click the three-line menu.

  2. Under services, select the relevant service.

  3. Select the relevant service user.

  4. From the left-hand panel, click the service users name.

  5. In the top right, click Edit.

  6. Uncheck the Is Active? checkbox.

  7. Click Update.


Achieve an employee record

  1. Click the three-line menu.

  2. Under service, select the relevant service.

  3. Select the relevant service user.

  4. Click the archive icon.

  5. Click OK.

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