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  1. Open the Master Import Document.

  2. Update the following fields:

    • Status: Change to Archived.

    • Notes: Add Surplus Date and Ticket Number.

      • Log Destruction: If the drive was destroyed, log the action here for record-keeping.

    • Department: Update to Surplus.

    • Remove data from Full Name, Email, Username, and Primary User fields.

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Step 4: Surplus Documentation and Verification

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