Active/Deactivated

Complete

We need to keep old items (customers, patients, products etc) in the system, but we want to be able to ignore these most of the time.

For example, if a given product is no longer used, we can't just delete it, because there will be other references to this product recording its use. In fact, a good working rule is 'NEVER DELETE ANYTHING'. Essentially the only time you should be deleting things is immediately after you created them and you made an error creating them. [A good example is creating a new product with the wrong type, ie you set it as merchandise rather than medication. You can't change the type, so you have to delete and re-create the product.]

To suppress unwanted items you deactivate them by un-ticking their 'Active' checkbox.

If you need to find deactivated items, just set the 'Active' pull-down to 'No' or 'Both' on the search screen.