Archiving in Scotland

When you select Registration Links from the Vision 3 start-up menu, you may see the 'A Quarterly Archive is Due' reminder. Select OK to clear.

You need to carry out a Quarterly Archive straight away. The quarterly archive should be carried out on or after the third day of the quarter month, see Quarterly Archive. This archives Completed Transactions for the quarter so they are retained for safe storage.

If it is your first time accessing Registration Links, you may see the 'No completed transactions to Archive for Quarter ending [date]. Do you wish to advance the Quarter end date to [date + 3 months]?' message, Select:

• Yes - To confirm, or

• No - To retain the existing date.

This allows you to extend the current quarter for another three months until the next quarter end, before another archive reminder is given.

Archive can be selected from the top menu options, or by selecting Archive . Then select Quarterly Archive, see Running the Quarterly Archive in Scotland for details.

After running the quarterly archive, a Quarterly Archive Certificate prints. A copy of the certificates should be sent to your Health Board. An archive is created at the same time as a Quarterly Archive, storing all the quarterly Deduction transactions (DEF). Should you wish to refer to a quarter's transactions, these can be viewed or printed from On-Line Archive.

An interim archive, would only be carried out during a quarter at the request of the Health Board in the light of, say, a practice dispute. This archives from the last archive to the present date.