Data Director User Guide

10.3

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Editing Effective Periods

To correct an incorrect effective period, edit the effective period of the record. You can edit the effective periods for records for which you track data change events. When you edit the effective period for a record,

Data Director

saves the record with the changed effective period.

Open the record version for which you want to edit the effective period.

You cannot edit a record that is in the pending state because it is part of a workflow and is pending approval.

Open the record that has the effective period that you want to edit.

Click the

Show Effective Periods

link for the record.

In the

Effective Date

field, use the date chooser to select a date that is within the effective period that you want to edit.

Click

Apply

The record version that is valid for the effective period that you want to edit opens.

Click

Actions

Edit Period Dates

In the

Edit Effective Period

date fields, use the date chooser to select the correct start date and end date of the effective period.

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

Click

Save

Data Director

saves the record version with the updated effective period.

Working with Records in the Data Tab

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Table of Contents

Data Director User Guide

Data Director User Guide

Editing Effective Periods

Editing Effective Periods