Deactivating Role Requirements

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

• Only requirements that have an Active status can be deactivated.
• Once requirements have been deactivated, they are removed from the role.

 

1. From the SmartSolve Portal Page, click the Home tab > Setup and Policy > Setup.
2. In the User Management section, click Role.
   Result: The Role window is displayed.
3. Click the link of the role to be changed.
   Result: The Detail tab of the role is displayed.

4. Click the Requirement tab.
5. Check the checkboxes of the requirements to deactivate.
6. Click Action > Deactivate.
7. Enter a deactivation comment.
8. Specify whether or not you want the selected requirements to be kept in any Current Actor/Person records.
9. If the requirements will not be kept in Person records, select one of the following options:

Option	Description
Deactivate	If this option is selected, the requirements are removed from the Person record.
Suspend	If this option is selected, the requirements are suspended in the Person record. A decision can be made later about whether to keep or deactivate the requirements.
Keep	If this option is selected, the requirements will no longer be associated with the old role and will be kept in the Person record.

10. Enter your password.
11. Click the Save button.
    Result: The requirements are removed from the role.
    

See Also

Creating Person Roles

Editing Person Roles

Deleting Person Roles

Adding Requirements to a Person Role

Activating Person Role Requirements

Changing Person Role Requirement Defaults

Adding a Document Type to a Person Role

Deleting a Document Type from a Person Role

Adding Roles to a Position

Viewing Users Attached to Roles

Adding Persons to Roles

Removing Persons from a Role

Activating Persons for a Role

Deactivating Persons from a Role

Person Setup