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Roster: History Tab: Correcting Milestone Dates

If a candidate was entered as a member prior to initiation, and subsequently declined, initation, his initiation date will need to be deleted from the system, as well his orientation date, if that was also entered prematurely. Here are the steps to follow:

  1. Open the options tab options tab and click the checkbox labeled "Enable permanent deletion of records."
  2. Return to the "History" tab of the Roster record in question, and click the [edit] link next to initiation date.
  3. Click the button labeled, "Delete this Date."

Deleting the prematurely entered dates will restore the record to candidate status, and allow you to run to the "Mark Candidate as Declined" from the Wizard drop-down menu.

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