We know the impact that a staff departure has on your organization. To make the Omnant part of this event easier, we have developed a wizard to guide you through archiving a user.

The wizard will check if the user has outstanding reports, lab tests, and more to help you have them complete them, and/or transfer items to another member of the team.

Check out this demo video of the wizard in action!

FAQs

• How do I find the archive user wizard? 

1. Click Users > Search in the left navigation
2. Search for the user you want to archive, then click on their name
3. Scroll to the bottom, and click the Archive button on the left

• What does the wizard guide me through? 
  • Adding an employment end date to the user's profile
  • Checking if there are any saved or rejected field reports
  • Checking if there are any past scheduled assignments that require a report and don't have one started
  • Checking if there are any lab samples that are not marked as tested
  • Checking to see if this user is scheduled for any future dispatches or time off
  • Transferring projects to a different project manager if applicable
  • Transferring distribution records
  • Transferring reports, lab samples, and assignments to another user
    
    
• Is archiving immediate?
  Yes, the user will go from active to archived immediately after completing this process. This user will not be assignable effective immediately.
  
  
• Will the archived user be removed from future dispatches?
  If the archived user has been scheduled for a dispatch in the future, they will be removed from the dispatch upon archiving.
  
  
• Can I undo this process?
  No, the assignments are transferred immediately upon completing this process. The wizard is designed for the scenario that the archived user is leaving the organization and no longer needs access to Omnant, and their work will be handed off to someone else if not complete.
  
  
• What if I'm not sure who I should transfer something to?
  You will need to have an active user identified to transfer the archived user's items to. 
  
  
• Can I change who I transferred something to?
  Yes, you can go to that item individually and change the assignee if needed.
  
  
• What else should I check? The wizard does not review if the archived user has outstanding expense reports or timesheets, or assigned equipment.