Tools

Archive

Archiving is the process that is used to keep the size and space required by your data small enough for it to be useful to you, while maintaining a record of the forms you have entered. It is recommended that you archive your claims.

When setting up the retention option under your personal options, you can choose how many days history you want to keep online. The standard setting is 30 days; however, you may select the setting that best suits your needs.

When you create an archive, the system will copy any form you have submitted more than 30 days ago to a compressed file and then delete that form from the database. This is designed to make the management of forms easier and keep the space on the hard drive used by the application to a minimum. You may place the compressed archive file on a disk or leave it on your hard drive.

Forms that are ready to be submitted will not be archived and will remain in the online database until you submit them or delete them. Forms that are incomplete and were created before the archive date will be deleted; these forms will not be saved in the archive file.

To create a form archive, follow these steps:

1. Click Tools on the menu bar.
2. Click Archive.
3. Click Create.
   
   Note: If you are working in a network environment and other users have access to Provider Electronic Solutions (PES) through the network, you will need to ask all users to exit PES before archiving.
   
   
4. Click OK.
5. Click Yes.
6. Select all transaction types to be archived, or click Select All.
   
   You may change the default directory, the name of the file for the archive, and the number of days used to archive forms. These changes will apply to this session only.
   
   
7. Click OK.
8. Click OK to exit the Archive window once the process is complete.

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