Purpose

The Archive Settings page provides administrators with a centralized location to view, manage, and restore archived or deleted Business Outcome cards. Rather than permanently removing information, archived cards are retained, allowing organizations to recover work, review historical activity, and maintain an audit trail of changes.

Whether a card was archived intentionally or deleted by mistake, Archive Settings ensures that important business information remains accessible and recoverable.

Business Value

As organizations evolve, Business Outcomes may be archived as initiatives are completed, priorities change, or work is reorganized. However, historical information often remains valuable for reporting, compliance, and future planning.

Archive Settings helps organizations:

• Recover accidentally deleted or archived Business Outcome cards.
• Maintain historical records without cluttering active dashboards.
• Track user activity for auditing and accountability.
• Search archived information using filters.
• Restore Business Outcomes while preserving their history.

By retaining archived information, organizations can confidently manage their work without the risk of permanently losing important data.

Objective

The objective of Archive Settings is to provide administrators with a secure and centralized archive where Business Outcome cards can be searched, reviewed, and restored when needed.

Archive Settings enables users to:

• View archived and deleted Business Outcome cards.
• Search archived records using filters.
• Review card history and user activity.
• Restore archived cards to their original location.
• Preserve historical information for reporting and auditing.

Overview

Archive Settings displays all archived and deleted Business Outcome cards available to the organization.

Each archived record includes historical information that allows administrators to understand the lifecycle of the card, including creation, updates, archival, restoration, and deletion activities.

The Archive Settings page includes:

• Date filters
• Search and filtering capabilities
• Card history
• Restore functionality
• User activity tracking

 Archive Management Features

Date Range Filter

Use the From and To date fields to display archived cards within a specific date range.

This is useful when searching for recently archived or deleted work.

Search and Filter

Use the Filter icon to locate archived cards using keywords or other searchable information.

Searching helps quickly locate specific Business Outcomes without manually reviewing the archive.

Card History

Each archived card displays important historical information, including:

• Created By
• Created Date
• Last Updated By
• Last Updated Date
• Archived By
• Archived Date
• Restored By
• Restored Date

This audit history provides complete visibility into the lifecycle of every archived Business Outcome.

Restore

Selecting Restore returns the archived Business Outcome to its original location within the Business Outcomes hierarchy.

All associated information, including history and relationships, is retained.

⚠️ Important: Restoring a card returns it to its previous location. If the original parent structure has changed, verify the restored hierarchy after restoration.

How to Manage Archived Cards

Step 1

Navigate to Business Outcomes.

Step 2

Select Settings.

Step 3

Click Archive Settings.

Step 4

Select Manage Archive Settings.

The Archive Management page opens.

Step 5

(Optional) Filter archived records.

You can:

• Select a From date.
• Select a To date.
• Search using the Filter icon.

This helps narrow the archive to the records you want to review.

Step 6

Review archived Business Outcome cards.

Select a card to review its history and details.

Step 7

Restore a card.

Click Restore next to the desired Business Outcome.

The card is restored to its original location.

Step 8

Verify the restoration.

Confirm that the Business Outcome appears in the expected location and retains its associated information.

✔ Expected Result

The restored Business Outcome appears in the Business Outcomes hierarchy with its historical information preserved.

Notes

📝 Restoring a Business Outcome preserves its historical activity.

📝 Archived records remain searchable while they are retained within the archive.

📝 Archive Settings provides a historical audit trail for Business Outcome activity.

Frequently Asked Questions

Does restoring a card create a new card?

No. The original Business Outcome is restored along with its historical information.

Can I search archived cards?

Yes. Archive Settings includes date filters and search capabilities to quickly locate archived records.

Is card history retained after restoration?

Yes. Historical information remains associated with the Business Outcome after it is restored.

Summary

Archive Settings provides a secure and centralized location for managing archived Business Outcome cards. Rather than permanently losing valuable information, organizations can retain historical records, review activity, and restore Business Outcomes whenever needed.

By combining filtering, audit history, and restore capabilities, Archive Settings helps organizations maintain accurate records while keeping active dashboards focused on current work.