Create archive records for closed grant cases automatically
Create archive records for closed grant cases automatically
Your closed grant records stay in the active table, cluttering support queues and slowing audits. It moves them to an archive table weekly for fast retrieval and a cleaner active list.
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Overview
If closed or rejected grant cases remain in the active table, agents waste time on dead work and audits lack a clean trail. This weekly archival move clears the active queue and preserves closed records in an auditable archive, retrievable on the weekly cadence.