c. Archive vs. Delete and Restore Programs

In TUIO, there are 2 options for removing a Program.

Archive

if one of your programs has run its course (e.g. last year's tuition), you should be archiving it. Archiving old programs is advised as it keep your Programs tab clean and current (as well as your parents' tabs). 

It also encourages you to be disciplined with your outstanding invoices. Indeed, archiving a Program will require you to review and archive/delete active enrollments before proceeding. It is recommended that you 'View Active Enrollments' and make sure that they're all safe to be deleted before proceeding with Deleting Invoices & Archiving the program. If you find active enrollments that should be paid, follow up with the parents (and/or use the 'Remind Parent' feature), collect payments, and once these cases are resolved, archive the program. Note that archiving a program does not delete any Paid invoices as these are kept for record-keeping purposes.

Delete

Then when would you delete a program? Simply put, when there is not anything about the students or invoices in that program that you need to keep. 

Deleting a program will require you to delete all student enrollments and all invoices in it, and it's not possible to delete a program that has 'Paid' invoices in it ( if these invoices are paid and stored for record-keeping, then you should archive the program instead). An example scenario where you might delete a program is if you created a program for a family who is now withdrawing without having paid anything on TUIO.

To restore/unarchive a deleted/archived program, respectively, click Filters and under Status check the Archived and Deleted boxes, then click Search.

Once the program is located, click the 3 vertical dots on the program line and click Restore (if the program is deleted) or Unarchive (if the program is Archived).