Deleting & Archiving Waivers

Modified on Wed, 11 Feb at 2:36 PM

In MyTime, you can manage outdated waivers by deleting or archiving them. The option you choose depends on whether you need to retain historical records.


Things to know:

  • The ability to delete or archive waivers is controlled by the "Manage Client Setup" access control setting
  • Deleting a Waiver: Permanently removes the waiver from the system, including all previously signed versions and associated client records. Use this only if you want the data completely removed
  • Archiving a Waiver: Retires the waiver from future use but preserves all previously signed versions on client profiles. Archived waivers are hidden from the "Add Waiver" dropdown on client/pet/family member profiles
  • For franchise businesses, waivers can be deleted or archived at both the parent (global) and child (location) levels



Contents



Deleting a Waiver

  1. Navigate to the Clients tab
  2. Expand the Manage Clients menu and select Customize Client Fields
  3. Locate the waiver you want to delete and click the arrow icon to expand it
  4. Click the Delete hyperlink
  5. Confirm the action in the pop-up window


Note: Once deleted, all signed copies are permanently removed from all client records




Archiving a Waiver

  1. Navigate to the Clients tab
  2. Expand the Manage Clients menu and select Customize Client Fields
  3. Locate the waiver you want to archive and click the arrow icon to expand it
  4. Check the Archived box
  5. Click Save


Note: Once archived:

  • The waiver will no longer appear in the Add Waiver dropdown on client profiles
  • All previously signed waivers remain visible and accessible on client profiles




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