Make a Client Inactive

If you have the appropriate permissions, you can make a client inactive. You can make multiple clients active or inactive at the same time using the Group Actions function.

  1. Search for and open the required student’s record.
  2. Click the Set Student to Deceased/Inactive hyperlink in the Actions menu.

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This makes the IYSS client record inactive automatically and you can enter the reason. If the reason you enter is Deceased, then the IYSS person record is also made inactive. You can only make a person record inactive if the reason is Deceased.

Inactive people records with an active IYSS client record are displayed in searches automatically (no permission is required) and are highlighted on search results and on the individual record

Search IYSS and One People records where the person is inactive

To search for inactive records and update the inactive information on the student/person, the permissions below in IYSS system administration are required:

  • Update Inactive/Deceased Person Details (Client Add /Change/Delete)
  • Search Inactive People (Client Search Criteria)

To search IYSS records where the person is inactive:

  • Select the IYSS Records (Person Inactive) check box or,
  • Select the IYSS and People and IYSS Records (Person Inactive) check boxes.

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The results are displayed:

Change Inactive details

You can update the inactive details by selecting the student and clicking the Set Student to Deceased/Inactive link, in the Action panel. The Change Inactive Details dialog is displayed. Here you can edit the fields, as required:

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Things to note in the Deceased Details:

  • If Deceased is selected as the inactive reason, the Deceased and Notified Date, must be entered.
  • The Notified date cannot be in the future or earlier that the Deceased Date, and the person record must be inactive. 
  • Enter a Confirmed Date. This is not mandatory but cannot be a future date, or earlier than the Deceased Date or Notified Date.

These details are displayed on the client’s record as follows:

Additionally, the Add New Client function displays inactive records in search results.

For more information see Add a Client to IYSS.