4.3 Close a Record

Once a record is authorized upon creation, user cannot delete it from the system. However, user can close an authorized record if user want to deactivate it
To close a record:
  1. Navigate to the view page and click Options for the record that user want to close.
  2. Click Close.
    A message appears prompting user to either proceed with the operation or view the details of the record before proceeding to close the record.
  3. Click Confirm to close the record.
  4. In the Remarks field, enter remarks for closing the record.
  5. Click Confirm.
Once user close the record, it needs to be authorized to be effective in the system.

Parent topic: Standard Procedures