Adding and Removing Units within Givebacks

As a State Leader, there will be times that you may need to remove a Givebacks site for a unit that is no longer a PTA or create a site for a newly chartered PTA.  

Archiving a Unit

When a unit is no longer active and their Givebacks site needs to be removed, you can archive the unit.  To do this, go to Compliance Manager>Units and locate the unit.  You can click on the unit to view the unit data or click on the 3 dots for the unit and click View Unit

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When viewing the local unit data, you can click the Archive link to Archive the site.  This will make the site no longer available to be accessed by the local unit. 

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Creating a New Unit

If you have a newly chartered unit that needs to have their Givebacks site created, you can create a new unit within this same area of Compliance Manager>Units.  

Click the button New Unit

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You will then enter the unit data for this new unit and click Save.  The fields marked with a * are required fields and must be entered in order to save the new unit.  

If you are getting an error message that that National ID is already in use, it's very likely that the unit was already in Givebacks but was archived at a previous time.  To locate the archived unit, go to Compliance Manager>Units and filter the list of units by Archived and search by National ID.

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You can then view the unit by clicking on the unit or clicking the 3 dots for the unit and click View Unit.  Within the unit data, you will see the Unarchive link in the same area as the Archive link is for units not archived. 

If you are not able to locate the unit even after searching in the archived units, please Contact Support for further assistance. 

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