Users synced with the FACTS SIS integration cannot be archived the same way as Track it Forward users who are not synced. Users who were imported with FACTS SIS will need to be unselected in the import tool in order to archive them. 

Go to your Volunteers page from the Organizer Dashboard. Under Add Volunteers, click on Import and select Sync with FACTS SIS.

After clicking Sync with FACTS SIS, it will take you to the landing page that shows you have completed the sync process before. 

Archive with status change in FACTS SIS 

If you have changed a user’s status in FACTS SIS (ie. Enrolled to Graduated) and are now looking to archive them in Track it Forward, click Begin Sync.

You will see a landing page with Pending Sync Tasks. You should see the correct number of accounts you’ve altered in FACTS SIS as X to archive. 

This will list all the accounts that have had enrollment changes on FACTS SIS. If they no longer match the sync criteria, they will show as Status > Archive. 

If the user amount and user accounts look correct, click Sync to finish archiving the user(s). 

You will see a blue confirmation bar showing how many users have been successfully archived. 

Note: If you have have new users in FACTS SIS that now match the syncing criteria, you might also be adding new users at the same time as archiving old users (ie. importing new students/families and archiving graduated students/families for the school year).

Archive without status change in FACTS SIS

If a user needs to be archived in Track it Forward while their FACTS SIS status remains as a status you have selected for syncing (e.g. Enrolled), click on Step 4. Review Potential Errors.

On the review page: 

  1. Find the account you’d like to archive and uncheck the box to the left of their name in the Sync? column
  2. Click Save & Update User List
  3. You’ll see the Users section at the top change to reflect how many accounts you have unchecked as X users to skip
  4. When you are ready, click Save & Preview Sync 

You will see a review page that shows how many users and which users have been selected to archive. If this looks correct, click Sync.

You will see a blue confirmation bar showing how many users have been successfully archived.