Status Fields of Records for Effective Dating

If administrators enable the Status field for an effective dating record, then the Status field appears in the Link History dialog box for the record. If the Status field is enabled, then the Status field is automatically populated with a value of Pending for an added effective dating record. Only agents with the proper authority can change the Status field value to Approved. For more information about changing the Status field value, see Verifying Changes to Effective Dating Records.

If the Status field is enabled for an effective dating record, then the record is inactive when it has no entry in the Link History dialog box with a Status field value of Approved and with an effective date range that includes the current date. The record is active when it has an entry in the Link History dialog box with a Status field value of Approved and with an effective date range that includes the current date.

If the Status field is disabled for an effective dating record, then the record is inactive when it has no entry in the Link History dialog box with an effective date range that includes the current date. The record is active when it has an entry in the Link History dialog box with an effective date range that includes the current date.

To view inactive and active records in a view, select Show All Records in the view menu. The Inactive field is selected for inactive records and not selected for active records. To view only active records in a view, select Show Active Records in the view menu.