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

Designating Deletion Authority for Approved Entries for Field Values


To delete an entry with a Status field value of Approved in the Effective Date dialog box, an agent without the proper deletion authority must select the Allow Delete check box for the entry. This selection designates that agents with the proper authority can delete the entry. Administrators set up this authority when they implement effective date tracking. For more information about setting up this authority, see Implementing Effective Date Tracking.

You delete an approved entry for a field value to purge history from the Effective Date dialog box. You do not delete such an entry to delete a field value from an effective dating field. For more information about deleting a field value from an effective dating field, see Deleting Values in Effective Dating Fields.

NOTE:  The Allow Delete check box is not used in application processing, and it does not affect the behavior of the Siebel Public Sector application. Selection of this check box indicates to agents with proper authority that they can delete the entry.

To designate the deletion authority for an approved entry for a field value

  1. Navigate to the appropriate screen or view.
  2. Click the field for which you want to designate the deletion authority for an approved entry.

    An effective date button appears in the field.

  3. Click the effective date button in the field.
  4. In the Effective Date dialog box that appears, select the Allow Delete check box for the approved entry.
  5. Click Close to close the Effective Date dialog box.
  6. Instruct an agent with the proper authority to delete the entry for the field value.
Siebel Public Sector Guide Copyright © 2015, Oracle and/or its affiliates. All rights reserved. Legal Notices.