Deactivating Position Roles

Position roles can only be deactivated from within the Position record, not from the Person record. The following rules apply when deactivating roles attached to positions:

 

  1. From the SmartSolve Portal Page, click the Home tab > Setup and Policy > Setup.
  2. In the Training Management section, click Position.
    Result: The Positions list window is displayed.
  3. Click the arrow next to the name of the position and select Role.
    Result: The Role tab is displayed.
  4. Check the checkboxes of all Active roles to be deactivated.
  5. Click Action > Deactivate.
  6. Enter a deactivation comment.
  7. Specify whether or not you want the roles kept in any Current Person records.
  8. If the roles will not be kept in Person records, select one of the following options:
Option Description
Deactivate

If this option is selected, the role and all associated requirements are removed from the Person record.

Suspend

If this option is selected, the role is removed from the person and all associated requirements are suspended in the Person record. A decision can be made later about whether to keep or deactivate the associated requirements.

Keep

If this option is selected, the role will no longer be associated with the old position or the person. Requirements associated with this role will remain in the person as ad hoc requirements.

  1. Enter your user ID and password.
  2. Click the Save button.
    Result: The role is removed from the position.

See Also

Viewing the Position Detail Record

Creating Positions

Editing Positions

Activating Positions

Copying Positions

Expiring Positions

Deleting Positions

Adding Roles to a Position

Activating Position Roles

Viewing Persons Attached to a Position

Person Setup

     

 

 
Friday, March 20, 2020
12:27 PM