Am I correct in that there is no way to inactivate or retire a plan from a worker's portfolio? As we get set up to do gift renewals it seems the only way to not see all the old plans is to sort them out by campaign, or maybe status, but I can see that being a big pain in the butt if you have a portfolio with multiple campaigns over multiple years and you need to uncheck all those boxes everytime you load up the portfolio screen.
Are there any plans to automatically retire plans based on plan end date or campaign year end date or with a manual step update somehow?
Unchecking the "Portfolio" checkbox could be tedious to do for a large number of plans, but if you knew you wanted to do this for all of the plans from last year's campaigns (for example,) that shouldn't be too difficult for your DBA to accomplish on the back end. I've considered this approach but not yet actually tried it.From: Zach Kazarinoff <bounce-zachkazarinoff5579@tessituranetwork.com>Sent: 3/16/2015 2:27:38 PMAm I correct in that there is no way to inactivate or retire a plan from a worker's portfolio? As we get set up to do gift renewals it seems the only way to not see all the old plans is to sort them out by campaign, or maybe status, but I can see that being a big pain in the butt if you have a portfolio with multiple campaigns over multiple years and you need to uncheck all those boxes everytime you load up the portfolio screen. Are there any plans to automatically retire plans based on plan end date or campaign year end date or with a manual step update somehow?This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!
Unchecking the "Portfolio" checkbox could be tedious to do for a large number of plans, but if you knew you wanted to do this for all of the plans from last year's campaigns (for example,) that shouldn't be too difficult for your DBA to accomplish on the back end. I've considered this approach but not yet actually tried it.
From: Zach Kazarinoff <bounce-zachkazarinoff5579@tessituranetwork.com>Sent: 3/16/2015 2:27:38 PM
I agree. I also wish there were more flexibility in determining which details you can see on the Plans tab. It's a pain that you can't see the status without double-clicking into the plan!
Absolutely agree! The status is one of the most important things, I've always been shocked it's not visible without clicking in.