Purging Records

The Purge feature allows you to set company-wide policies regarding how long work orders, messages and deleted users are kept on file before automatically getting removed from the system.

Purge is divided into three categories:

1. Work Orders
2. Messages
3. Users

In order to set the purge policies, you must be a system administrator.

Setting Purge Policies

1. Activate the menu and select Accounts
2. Under Accounts, select Company Preferences
3. Find the category you’re interested in setting and select the time frame you’d like your data kept before purging

Once your purging policies are set, your data will be managed according to the timeframes you’ve set. If you ever want to change them, follow the above steps.