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Designating Deletion Authority for Approved Entries for Records


To delete an entry with a Status field value of Approved in the Link History 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 record to purge history from the Link History dialog box. You do not delete such an entry to deactivate an effective dating record. For more information about deactivating an effective dating record, see Deactivating Effective Dating Records.

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 record

  1. Navigate to the appropriate view.

    Only active records appear in the view.

  2. Select the record for which you want to designate the deletion authority for an approved entry, and click Link History.
  3. In the Link History dialog box that appears, select the Allow Delete check box for the approved entry.
  4. Click Close to close the Link History dialog box.
  5. Instruct an agent with the proper authority to delete the entry for the record.
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