Deactivating Effective Dating Records for Disabled Status Fields

Complete the following procedure to deactivate an effective dating record for which the Status field is disabled.

To deactivate an effective dating record for which the Status field is disabled

1. Navigate to the appropriate view.

   Only active records appear in the view.

2. Select the record that you want to deactivate, and delete the record.

   Note: You might have to select Delete Record in the view menu.

   After you click OK for the message to confirm the deletion, the record is inactive and no longer appears in the view for active records.

3. (Optional) To change the date range of the deactivated record, complete the following steps:

   1. Select Show All Records in the view menu.

      The deactivated record appears. You cannot add or deactivate records in the Show All mode.

   2. Select the deactivated record, and click Link History.

      The Link History dialog box appears showing an entry for the record deactivation with an effective end date.

   3. Change the date range for the entry.

   4. Click Close to close the Link History dialog box.

4. (Optional) To reverse a record deactivation, complete the following steps:

   1. Select Show All Records in the view menu.

      The deactivated record appears. You cannot add or deactivate records in the Show All mode.

   2. Select the deactivated record, and select Undelete Record in the view menu.

   3. Select Show Active Records in the view menu.

      The record is added to the view again.

5. (Optional) To change the date range of a record addition, complete the following steps:

   1. Select Show Active Records in the view menu.

   2. Select the added record, and click Link History.

      The Link History dialog box appears showing an entry for the record deactivation and an entry for the record addition with an effective start date.

   3. Change the date range for the entry for the record addition.

   4. Click Close to close the Link History dialog box.