Remove Wizard

Remove person updates

The remove wizard allows users to end the active service for a person record. Depending on the option selected the wizard will adjust several fields on a person record:

• The Remove from Service → Resigned or Terminated option will end all current appointments (primary and additional), update the person status, add the separate date and end the person type.

• The Change Home Territory option will change the home territory.

• The Retire option will end all current appointments (primary and additional), update the person status, and add the retired date (person type is not changed).

• The Promote to Glory option will end all current appointments (primary and additional), update the person status, add the glory date, end the person type, update the marital relationship, and update the marital status (the surviving spouse should show “Spouse Deceased” and the PTG’d person should still show “Married”).

Review the articles below for more information...