Access archived information
To make your system easier to navigate, archived items are hidden from normal views.
To access these historical records, follow the instructions below.
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From Opportunity, Portfolios, All, locate your opportunity's portfolio.
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Select Portfolio Details.
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Select the Opportunities tab.
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On an archived opportunity, select the number in its Applications column.
From here, you can create custom reports or review
Note: All applications appear in their final categories, such as Submitted, Accepted, or Declined.
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Go to Opportunity, Evaluators, Reviewer Groups.
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At the top right, select the Archived tab.
Note: If you don't see the Archived tab, your system has no archived reviewer groups.
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Go to Opportunity, Evaluators, Reference Questionnaires.
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At the top right, select the Archived tab.
Note: If you don't see the Archived tab, your system has no archived reference questionnaires.
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After 365 days, archived opportunities (and their associated applications, reviews, etc.) move from archived to frozen. Any archived opportunities that are more than a year old as of the feature deploy date, that is September 29, 2021, will show the freeze date of September 29, 2021. For opportunities with a later archive date, the freeze date will be a year from the date the opportunity is archived.
To access frozen opportunities, go to Opportunity, Portfolio, Opportunities and filter by Opportunity Status.
To access frozen applications, go to a bulk application grid (e.g., Opportunity, Portfolios, Auto-Match Applications) and select Download Frozen Data.
Note: You'll only see Download Frozen Data on a bulk application grid if you have frozen application data.