Skip to main content

Terminate a service user

This article will explain how to terminate or reactivate a service user.

L
Written by Lucy Robbie
Updated this week

These records still exist, rather than being deleted, so you can reactivate them at any time.

Terminate a service user

To terminate a service user, follow the steps below:

  1. Click Service User, then click Service User.

  2. Click Find, then select the relevant service user.

  3. From the QuickLinks click Terminate.

  4. Fill out the relevant information.

  5. From the QuickLinks click Tasks and complete all outstanding tasks.

  6. Click Terminate, then change the status to Terminated.

  7. Click save.


Reactivate a service user

If you need to reinstate a service user record after they've been terminated, follow these steps.

  1. Click Service user, then click Service User.

  2. Click Find, then change the status to Terminated.

  3. Select the relevant service user.

  4. From the QuickLinks click Terminated.

  5. From the QuickLinks click Reinstate.

  6. In the pop-up type Confirm, then click Reinstate.


Edit a terminated record

In fluctuating business environments, data accuracy is crucial, especially when organisational changes happen. For example, terminated records may need updates to reflect changes like branch rebranding.

To maintain consistency, these records should be temporarily reinstated so that necessary updates can be undertaken. Any modifications must be dated before the original termination date. Once the updates are complete, the record can be terminated again using the correct dates.

Did this answer your question?