Preface
Introduction
Getting Started
Data Director with Business Entities
Data Director with Subject Areas
Hierarchies and Relationships
- Investigating Hierarchies and Relationships
Workflows and Reviews
- Participating in Review Processes
- Review Processes Reference

Data Director User Guide

10.3

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Adding an Effective Period

You can add a record version that is applicable for a new effective period. The effective period that you add must be adjacent to the existing effective period. You can add effective periods to records for which you track data change events.

Open a record for which you want to add an effective period.

Select the record version that you want to copy to the new effective period.

Click

Actions

Create New Period

In the

Create New Effective Period

date fields, use the date chooser to select the effective start and end dates.

Select the primary and child records that you want to include in the new record version.

Click

Save

Data Director

creates a new record version with the effective period that you specify.

Working with Records in the Data Tab

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Table of Contents

Data Director User Guide

Data Director User Guide

Adding an Effective Period

Adding an Effective Period