Siebel Public Sector Guide > Managing Benefits Cases > Changing Data in Effective Dating Records >

Adding Effective Dating Records

For the records that administrators set up as effective dating records, agents can select the effective date of the record addition. Also, records that are added because of data received from an external application, such as a self-service Web site, can have an effective date of the record addition. For more information about working with effective dating for records, see About Effective Dating for Field Values and Records.

To add an effective dating record

1. Navigate to the appropriate view.

   Only active records appear in the view.

2. Create a new record, and complete the fields as appropriate.

   If the Status field is enabled for the record, then the record does not appear in the view when you select Show Active Records in the view menu because the entry for the added record in the Link History dialog box has a Status field value of Pending.

3. (Optional) To change the date range of the added record, complete the following steps:
   1. Select Show All Records in the view menu.
   2. Select the record, and click Link History.

      The Link History dialog box appears showing an entry for the record with an effective start date. If the Status field is enabled for the record, then the Status field for the entry has a value of Pending.

   3. Change the date range for the entry.
   4. Click Close to close the Link History dialog box.