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Hi all,
I was wondering if anyone can advise best practice for 'archiving' last year's council plan? How do you ensure last years actions/measures do not show in this year's council plan while any that need to be carried forward continue to show?
Thanks,
Ling
Hi Gareth,
That's perfect, nice and simple!
Thank you!
Hi,
Best Practice would be to 'end date' existing entities (outcomes, objectives etc.) that are not current, rather than delete. This will allow users to dynamically use InPhase's View Date to historically view what the plan and its performance looked like at a previous point in time.
Both Objects and Measures (incl. Tasks) have start and end dates so you can control when these are shown.
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