Navigation:  Recurring FP2 Features > Retired Records

Summary

 

A 'Retired Record' in FP2 is  a record removed from active use, but with historical information attached to the record preserved.

 

Deleting a record in FP2 is often not ideal, as it removes not only the record, but references to the record in other, linked records.

 

A good example of this is a Personnel record.  Each time a personnel record is attached to an Incident, Training Record or Daily Log record, it is saved and referenced in those records.  You want to preserve that information, even if the person is no longer with your organization.

 

Retiring Records

 

Retiring a record is usually done by turning on a "Retired Flag" or entering a "Retired Date" on a record.  That record will no longer appear on searches unless you specifically search for "Retired" records.  It will also not appear on reports or summaries unless these reports show historical data.  Any Reminders attached to a retired record will be automatically dismissed.  However, the record will still be saved in FP2, and any historical records that reference it will still link to the retired record.