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Archiving Indicators

Archiving indicators is an essential feature in the M&E Monitor, allowing users to move completed or inactive indicators to a separate section for better management and organization. This process helps keep the active list of indicators concise and relevant while preserving historical data for future reference.

Importance of Archiving Indicators​

Archiving Indicators is crucial in monitoring and evaluation because it:

  • Organizes the System: Moves inactive or completed indicators out of the active list, keeping the dashboard uncluttered.
  • Preserves Historical Data: Ensures past indicators are stored safely and can be accessed if needed for reporting or audit purposes.
  • Supports Data Integrity: Prevents accidental deletion or modification of indicators that are no longer in active use.

Only indicators with a status of Archived can be moved to an archive.

Indicator Archiving Process​

Follow these steps to archive an indicator:

Ensure the Indicator's Status is Set to "Archived"​

Before archiving an indicator, make sure that its status is set to Archived. If the indicator is still in the Draft, Review, or Public status, it cannot be moved to an archive.

To change the status:

  • Go to the Edit Indicator page.
  • Edit the indicator and set the Status to Archived.
  • Save the changes by clicking Update Indicator button.

Update Indicator Status

Choosing an Archive​

After setting the status to Archived, go back to indicator details and proceed with the archiving process:

A dialog will appear, prompting you to select an archive. The dialog will list available archives where the indicator can be moved.

Select an Archive​

Choose an appropriate archive from the list:

  • If no suitable archive exists, create one under the Archives section first.
  • Archives can be created with a Title, Description, and other relevant details to help categorize and organize archived indicators.

Choose Archive

Confirm the Archiving Action​

After selecting an archive:

  • Confirm the action by clicking Move to Archive button to move the indicator.
  • The system will relocate the indicator to the selected archive.

Having archives pre-created allows for a smoother and quicker archiving process.