When a support recipient no longer requires active support — whether because their care package has ended, they have moved to a different provider, or for any other reason — you can archive their record in Elate by setting their status to Inactive. This removes them from active lists and schedules without permanently deleting their information.
Steps to Archive a Support Recipient
Open the Support Recipient's profile
Navigate to the Support Recipients section from the left-hand menu and click on the person whose record you want to archive.
Go to the Profile tab
Within their profile, select the Profile tab.
Click Edit
Click the Edit button to make the profile editable.
Change the User Status to Inactive
Locate the User Status field and change the value to Inactive.
Save your changes
Click Save to apply the change. The support recipient’s record is now archived.
Setting a support recipient’s status to Inactive archives their record. They will no longer appear in your active support recipient lists or in the scheduling tools, which helps keep your active caseload clear and manageable. Their historical data — including past visit records, notes, and care history — is retained and can still be accessed if needed. Archiving does not permanently delete any information.
