Deactivating Effective Dating Records for Enabled Status Fields

Complete the following procedure to deactivate an effective dating record for which the Status field is enabled. If the Status field is enabled, then you cannot delete the record in the view to deactivate an effective dating record. Also, you cannot select Undelete Record in the view menu to reverse a record deactivation.

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

1. Navigate to the appropriate view.

   Only active records appear in the view.

2. To deactivate the effective dating record, complete the following steps:

   1. Select the record you want to deactivate, and click Link History.

      The Link History dialog box appears showing an entry for the record with a Status field value of Approved.

   2. Create a new entry.

   3. In the new dialog box that appears, select the starting date for the new entry, select the ending date for the new entry, and save your changes.

      The Link History dialog box appears again showing an entry for the record with a Status field value of Approved and the new entry with a Status field value of Pending.

   4. (Optional) Change the date range for the new entry.

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

      The record still appears in the view when you select Show Active Records in the view menu because the entry for the record deactivation has a Status field value of Pending. When an agent with the proper authority changes this Status field value to Approved, the record is deactivated (if the date range of the entry for the record deactivation does not include the current date), and the record no longer appears as an active record.

3. (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 click Link History.

      The Link History dialog box appears showing an entry for the record deactivation with a Status field value of Approved.

   3. Create a new entry.

   4. In the new dialog box that appears, select the starting date for the new entry, and save your changes.

      The Link History dialog box appears again showing an entry for the record deactivation with a Status field value of Approved and the new entry with a Status field value of Pending.

   5. (Optional) Change the date range for the new entry.

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

      The record does not appear in the view when you select Show Active Records in the view menu because the entry for the record addition has a Status field value of Pending. When an agent with the proper authority changes this Status field value to Approved, the record is added again (if the date range of the entry for the record addition includes the current date), and the record appears as an active record.