A PWS has left or no longer receives support from my organisation - how do I archive them in Sona?
As and when you have changes in PWS, you may find yourself needing to archive someone's record in Sona. To do this:
- Select Admin from the menu on the left-hand side (Note: If you don't have access to the Admin tab, you may need to contact your manager internally or reach out to Sona support to be given access to this tab).
- Select "People We Support" > "All People We Support".
- Select the name of the person you wish to archive.
- Use the Edit button at the top to add an End Date to the PWS's record.
- Use the Edit Budgets button to add End Dates to any active budgets.
- Save
Once archived, you will still be able to see the PWS on historic rosters during dates they were actively receiving support at your organisation. You will no longer see them on future rosters.