Elements that can be set up in Admin can also be modified or deleted. Generally all fields except ID can be modified.
To modify an element:
- Retrieve it from its setup page
- Modify the desired fields
- Click the Save button.
To delete an element:
- Select it from the elements shown on the setup page
- Click the Delete button.
Due to certain data dependencies, DATABASICS Time and Expense has security features to prevent accidental deletions. At times, these features will interfere with an intentional deletion. For example, Admin may be prevented from deleting an employee if that employee has current reports in the system or if that employee is part of an Approval Group or a Reference Group.
Sometimes it will be more practical to make an element inactive rather than resolve the data dependencies interfering with deletion.
To Deactivate an element
- Retrieve it on its setup page
- Change the Active field selection from Yes to No or uncheck the box next to Active. Depending on the setup page you will have either option.
- Click the Save button.
To delete an element that appears in the setup of another, such as deleting locations that are associated with employees, it would first be necessary to change the employees' location before deleting or deactivating a location that is presently assigned to those employees.