Inactivating or Reactivating a Service Category
An item should be made inactive if you are setting up data and want
to restrict its use until the item is completely set up or ready, or if
you no longer require the item in any capacity but may want to reactivate
it in the future.
When you inactivate a Service Category:
- It is no longer selectable from any forms or menus.
- It can still appear in reports.
- It does not appear in search results unless Inactive is selected from the Advanced menu.
- If you inactivated the item in Central Office, the item becomes inactive in associated locations as well.
To inactivate a Service Category
Note: A Service Category cannot be inactivated if it is associated with an active service. Also note that only the owner (as determined by the Owned By field) of a Service Category can inactivate it.
- Locate the Service Category and select it.
- Select Edit.
- Under Status, select the Active switch to toggle it to Inactive.
- Select Save.
To reactivate a Service Category
Tip: Remember to select Inactive from the Advanced Search menu to search for inactive items. Also remember that only the owner (as determined by the Owned By field) of the item can inactivate or reactivate it.
- Locate the Service Category and select it.
- Select Edit.
- Under Status, select the Inactive switch to toggle it to Active.
- Select Save.