Activate or Inactivate Personnel Records

CAUTION: This process alters data. We recommend backing up your data before proceeding.

With this process, you can change the Active/Inactive status for a group of personnel. The Inactive checkbox displays at the top of any personnel data window.

  1. On the Personnel tab, click All Personnel or the appropriate personnel section then Processes > Activate/Inactivate.
  2. Select whether to use automatic updating or individual entry.
  3. Select whether to make personnel active or inactive. If you're inactivating records, select whether to inactivate assignments as well. Click Next.
  4. Select which types of personnel to make active or inactive, and click Next.
    Note: To update the record in all sections, select All Personnel. If you select a type other than All Personnel, the record is only updated for that type. For example, if you select Catechist, and the person you want to inactivate is both a catechist and volunteer, they are only inactivated in the Catechist section. Their Volunteer record stays active.
  5. If you selected automatic updating: Make selections to build your list of records to process, then click Next.
    Note:

    For help with conditions, see the Additional Selections section in the topic, Report Selections.

  6. If you selected individual entry: Select a person, and click Add <Personnel Type> to List. Repeat this for each record you want to process. When you're finished, click Next.
  7. Review your list. To exclude any records from processing, clear the checkbox. When you're ready to update the selected records, click Next.
  8. To activate/inactivate the records, click Finish.