Client Purge Setup - Deleting record
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
- App Dashboard
- Client Purge Setup
Scenario 1: Client Purge Setup - Define Exception Rules - Adding / Deleting rules
Specific Setup:
- User Definition:
- The 'Client Purge Setup' form is available in the list of forms.
- The 'Client Purge Setup' form is selected to enable them in the Avatar menu.
Steps
- Open the 'Client Purge Setup' form.
- Enter the number of years since the last movement or service for a client to be eligible for purge in the field ‘Years After Last Contact to Be Excluded From Purge’.
- In the field 'Months After Last Payment/Adjustment To Be Eligible From Purge', enter the number of months since the last payment/adjustment a client should have to be eligible for purge.
- In the ‘Default Reason for Exclusion’ field, select a default reason value to be used by the purge form when clients qualified to be purged are manually excluded.
- Click [Define Exception Rules].
- Verify the grid opens successfully.
- Enter one exception rule to be used by the 'Client Purge' form.
- Enter the name of the table to be used for the exception criteria in the 'System Table' field.
- Enter the name of the field to be used for the exception criteria in the 'Field' field.
- Enter one of the operators to be used for the exception criteria in the 'Conditional' field. Note - The ‘BT’(Between) conditional requires a properly formatted value in the ‘Field Value’ column formatted as number, comma, number. When the ‘Exists’ conditional is selected the ’Field Value’ column is not required but it remains a required field for all other conditionals.
- Enter desired value in the 'Field Value' field.
- Enter desired value in the 'Record Selection' field, select 'Most Recent’ to use the most recent records regardless of the date and time. Select ‘Past (Minutes)’ to use only records from today created in the past minutes as defined in the field ‘Record Selection Range (Minutes)’.
- In the field ‘Record Selection Range (Minutes)’, enter the number of minutes to be used when evaluating a Record Selection defined as ‘Past (Minutes)’
- Ensure the field ‘Record Selection Date Field’ displays only date properties and will default to the data entry date field if it exists in the table.
- Click [Save].
- Click [Yes].
- Click [Submit].
- Open the 'Client Purge Setup' form.
- Click [Define Exception Rules].
- Verify the exception rule created displays correctly as entered.
- Select the rule.
- Click [Delete].
- Click [Save].
- Click [Submit].
- Open the 'Client Purge Setup' form.
- Click [Define Exception Rules].
- Verify the exception rule does not display and deleted permanently.
- Close the grid.
- Click [Discard].
|
Topics
• RADplus Utilities
|
