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<< Click to Display Table of Contents >> Backup a Standard |
  
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<< Click to Display Table of Contents >> Backup a Standard |
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A Backup is a snapshot of the active agency standards template at a point in time. A backup may be generated at any time and with a frequency that suits the policy of the organization. Regular backups are recommended to protect against data loss or system failures since they can be Restored. A backup copy may also be retrieved for viewing purposes.
1.Click the Backup link
2.Save the compressed (.XBF) file to a local resource, or to a backup server if available
The file will be identified with the standard name and a timestamp. If the file is large it may take some time to download, depending on your connection speed.
Once a submission cycle has been completed, a standard may be removed from the active list through the Archive function. This will generate a compressed file that will include: the Submission, the supporting Evidence, the Activity log and Team membership.
An archive is for record keeping purposes only and, unlike a Backup (see above), cannot be returned to an active state.
1.Click the Archive link
2.Save the compressed file to a local resource
3.The standard will disappear from the active list
Note: If a standard has been archived and the organization is ready to start the next submission cycle, using the same version of the standard, import the standard matrix again to add it to the active list and start the new cycle. If the organization wishes to reuse information that was used in the previous submission, use the restore function (see below) and then edit the resulting matrix as appropriate.