> For the complete documentation index, see [llms.txt](https://compassly.gitbook.io/compassly-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://compassly.gitbook.io/compassly-docs/core-modules/clients/programs/archive-programs-in-batch.md). # Archive Programs in Batch **Page type:** Task guide\ **Status:** Draft (Noah Edit)\ **Owner:** Compassly Documentation Team\ **Last verified:** 2026-04-03 (Noah Edit: 2026-06-23)\ **Audience:** Super Admin, Admin, Supervisor, Clinician ## What This Section Covers This material covers how to change multiple Client Programs to an "Archived" status at once. ## Before You Start * You must have permission "View client's program list". * You must have permission "Archive program". ## Where To Start #### A. 1. In the left navigation menu, select ***Clients***. 2. In the left navigation menu, select ***All clients***. 3. In the All Clients table of the page, select the name of the Client whose Programs you wish to view, under the column "Full name". **OR** #### B. 2. In the left navigation menu, select ***Programs / Maladaptives***. > **Warning:** While it is the default state, you should confirm that the *Mastery Status* filter is set to "In progress" . ![](/files/jwSyRXmZQByqIqF52ceR)\ *Figure 1: Client List page with an emphasis on navigation to a Client's Programs.* ## Available Actions 1. **Archive Client Programs in batch.** * You may want to use the filters covered in "View Client Programs" guide to narrow your list data. * On the far left side of either Client Program List, there should be a column of empty checkboxes. After determining which Programs you would like to archive, click on those Client Programs' corresponding checkboxes. If you have sufficently filtered the list to the point where all list items are Programs you wish to archive, you can click the checkbox in the column header to select all items at once. This will turn the checkbox blue with a little white checkmark inside, and three new objects should appear above the table to the right of the search bar: A blue "Archive" button, a white "Master" button, and an indicator that contains a blue-green checkmark circle and text that reads "# items selected" (The # represents the number of items you have selected). Confirm that the indicator number matches the number of Programs you wish to archive, and then click the "Archive" button. ![](/files/7BkwjrPxW9YwH5g6xaTe) ![](/files/1PLH9GG1IrFUiGTxUGTD)\ *Figure 2 - 3: Client Program List pages with an emphasis on archive navigation.* * A small dialog box will open up. Click the "Archive" button to confirm your choice. A notification should pop in the bottom left corner of the page to confirm your success. ![](/files/ceMoBhghPecrZ7xtsJRW) ![](/files/OC6EIbtTU38xHsoWoIet)\ *Figure 4 - 5. Dialog box and success notification for archiving Client Programs in batch.* ## Notes * Archived programs will only appear under the "Archived" status. * In an "Archived" filtered Client Program List, you can hover over a List Item's info bubble found under the "Archivation type" Column for details on who and why the Program was archived. ## Role Differences * ***Super Admin / Admin / Supervisor / Clinician:*** Will be able to archive Client Programs in batch. * ***Basic:*** Does not have the access to archive Client Programs in batch. ## Summary Of Section **Upon reviewing this material, you should be able to:** * Archive Client Programs in batch from both Client Program List pages. ## Related Guides * [Archive Program](/compassly-docs/core-modules/clients/programs/archive-program.md) * [View Client Programs](/compassly-docs/core-modules/clients/programs/view-client-programs.md) --- # Agent Instructions This documentation is published with GitBook. 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