Using Clear Data Profiles

After you select members for the Clear Data process, you can save them as a Clear Data Profile. This enables you to later retrieve the information for the Clear Data process without needing to make member selections again.

When you select Clear Data, the system displays a list of profiles that you have saved. You can select a profile and run the Clear Data process, edit a profile and save it, or save as a modified profile. You can duplicate an existing profile, and delete any profiles that you no longer need.

Creating a Clear Data Profile

To create a Clear Data Profile:

On the Home page, click Application.
Click Overview, then from Actions, select Clear Data.
Select the items that you want to clear.
Click Save.
From Save Clear Profile, enter a profile Name and Description, then click Save.

The Name must be a unique name with a maximum of 30 characters. The Description has a maximum of 128 characters.
From the saved confirmation message, click OK.

The profile is displayed on the Clear Data Profiles list.

Editing a Clear Data Profile

To edit a Clear Data Profile:

From the Clear Data Profiles list, select a profile to open it.
Edit your selections as required.
Click Save.

You can save the profile with the same name, or change the name as needed.
Click Save As to save the modified profile as a new profile, then enter a Name and Description.

Duplicating a Clear Data Profile

From the Clear Data Profiles list, select a profile.
From the Actions menu, select Duplicate.

The duplicate profile is displayed on the Clear Data Profiles list, with the suffix "_Copy". For example, if you duplicate the HQ profile, the duplicate profile is named HQ_Copy.

Deleting a Clear Data Profile

To delete a Clear Data Profile:

From the Clear Data Profiles list, select a profile.
From the Actions menu, select Delete.
From the confirmation prompt to delete the selected profile, click Confirm.
From the profile deleted confirmation, click OK.