Overview - Storing and Archiving Workfiles

For Repair Workflow users, all Opportunity and Repair Order workfiles are maintained by CCC, and are always available to you. Once a workfile is closed or canceled, it no longer appears in Views search results under workfile search. To access these workfiles you must use the Status filter available in Quick Search and Advanced Search screens under workfile search.

For CCC ONE Comp-Est and CCC ONE Estimating Only users, workfiles are archived 6 months after the last time the workfile was edited and saved. However, workfiles for CCC ONE Repair Workflow users are not archived at this time.

Important! If you are an CCC ONE Estimating Only user that has added Repair Workflow, workfiles previously archived are still available for you to restore from the "Archive" view under workfile search. However, workfiles will no longer be archived.

Overview

Workfiles

Repair Workflow

See Also

Setting Up Auto Close for Opportunities

Setting Up Removing New Estimates

Deleting a Workfile

Canceling an Opportunity

Canceling a Repair Order

Closing a Repair Order

 

 

 

 

 

 

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CCC, CCC ONE, and the CCC Logo are registered trademarks of CCC Intelligent Solutions Inc. 12/19/2024 - 9:01 AM