How do I reactivate a deleted resource?

You may want to reactivate a resource or activate a deleted resource by changing the end date.

Typically, a resource is end-dated when they have ended their primary work relationship with their employer or when they moved to another organization. To end date a resource, set a past date to the To Date of that resource in the Resource Directory.

For example, a resource works in a company for four years in sales and for the next two years they are moved to a sales role. You may want to track this resource as a separate resource. While auditing the reporting hierarchy or resources, we clearly know that this resource is a non-sales resource for two years. You can end date the resource when they move to a non-sales organization. During the period when a resource isn't a sales resource, they can't work on CX transactions. When the resource moves back to sales, you can reactivate the resource by removing the end date. Note that if we simply remove the end date on an existing end-dated resource, we can't explain why this resource wasn't assigned any transactions during the two year period. Removing the To Date from the resource makes it currently effective or active.

1. Navigate to Resource Directory.
2. Click View Resources in the Tasks region.
3. Search for a resource name using the Resource Name and Effective As-of Date field. The effective date is a date between the start date and end date of the resource.
4. Select the resource and click Edit.
5. Remove the To Date.
6. Click Save and Close.

You can now add the resource to a resource organization and also resource role, if needed.