Inactivating or Reactivating a Referral Type
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 Referral Type:
- In client profiles that currently have this Referral Type selected, the client profile remains unchanged.
- 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.
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 Referral Type and select it.
- Select Edit.
- Toggle the status switch to Inactive or Active.
- Select Save to update the status.