Deactivating a Person Role

The following rules apply when deactivating Person roles:

 

  1. From the Person record, click the Roles link.
    Result: All of the current roles that have been assigned to the person within the selected organization are displayed.
  2. Check the checkboxes of all Active roles to be deactivated.
  3. Click Action > Deactivate.
  4. Click the drop down arrow and specify what should be done with the actor requirements:
  5. Deactivate - Role requirements are removed from the Person record. If the role is reactivated, all the certification that was completed previously is maintained in the Person record.
  6. Suspend - Role requirements are suspended in the Person record. A decision can be made later as to whether to keep or deactivate the requirements.
  7. Keep - Requirements will no longer be associated with the old role and are kept in the Person record.
  8. Enter a deactivation comment.
  9. Enter your user ID and password.
  10. Click the Save button.
    Result: The role(s) has been deactivated and removed from the Person record.

See Also

Adding a Person Role

Deleting a Person Role

Activating a Person Role

Adding a Rights Group to a Person Record

Viewing a Person's Groups

Editing a Person's Address

Adding Requirements to a Person Record

Deleting a Requirement from a Person Record

Activating a Requirement in the Person Record

Deactivating a Requirement in the Person Record

Adding Person Certification Information

Manually Certifying Person Requirements

Revoking Person Requirements

Changing the Person Certification Plan

Viewing a Person's History

Adding Training History to a Person Record

Reviewing a Person

Adding Attachments to a Person Record

Person End User Steps

     

 

 
Friday, March 20, 2020
12:26 PM