You can archive a screening configuration if you don’t want it to be selectable by analysts as part of the customer creation workflow.
Archive a screening configuration
- Select the screening configuration you want to archive.
- Click the three dots in the upper right corner.
- Select Archive from the dropdown.
A pop-up will be displayed asking you to confirm.
- Click Archive.
The status is updated to Archived.
Unarchive a screening configuration
- Select the screening configuration you want to unarchive.
- Click the three dots in the upper right corner.
- Select Unarchive from the dropdown.
The status is updated to Active.
View archived screening configurations
Toggle on Show archived on the screening configuration list to show archived configurations.