Marking Strategies for Deletion

Procedure

When marking a strategy for deletion, ensure that the strategy is not associated with a segment that is referenced in the active ruleset.

To mark strategies for deletion:

  1. Select Admin.
    The Admin Home Page appears.

  2. From the Policy Administration tab, select Strategy Setup.
    The Strategies screen appears.

  3. Do one of the following:

    • To mark a single strategy for deletion, select the check box in the row for the strategy, and click Mark for Deletion. The selected strategy is marked for deletion.

    • To mark all strategies for deletion, select the check box at the top of the column of check boxes, and click Mark for Deletion. All strategies are marked for deletion.

Notes:

    • The strategies are actually deleted when there are no open invoices assigned to them.

    • To alert users that the strategy is marked for deletion, 'Marked for Deletion' now appears after the strategy name in selection lists.