How to Update Master Data Status?

How to Update Master Data Status?

Overview

Updating Master Data Status ensures accurate record-keeping and efficient data management.

  • Seamless Updates: Modify data status to reflect the latest changes.

  • Improved Accuracy: Keep records up to date for better decision-making.

  • Efficient Workflow: Streamline transitions between different data stages.

This helps maintain data integrity and ensures smooth operations across the system.

Plan & Permissions

To update the status of Master Data, ensure you have the necessary permissions:

  1. Access to Master Data Management

  2. Permission to Update Master Data Status

How to Verify Permissions

  1. Log in to your Meritto Account.

  2. Expand the Menu and navigate to FormDesk.

  3. Click Manage Master Data under FormDesk.

  4. On the Master Data Listing page, click on the Single Action button next to any Master Data entry.

  5. You should see an option to either Active Master Data or Inactive Master Data.

If these options are not visible, contact your Customer Success Manager for assistance.

Master Data Statuses

Master Data can have one of the following statuses:

  • Active: The data is visible in all associated locations such as Enquiry, Account Creation, or Application Forms.

  • Inactive: The data is hidden from all associated locations.

The same statuses apply to Master Data Values.

Step-by-Step Guide to Update Master Data Status

Updating Master Data Status

  1. Navigate to Manage Master Data.

  2. Locate the Master Data you want to update in the listing.

  3. Click on the Single Action button.

  4. Select Active Master Data or Inactive Master Data, based on the required status update.

Updating Master Data Value Status

  1. Open the relevant Master Data and a form will open.

  2. Locate the specific Master Data Value.

  3. Click the Single Action button.

  4. Choose Active Master Data Values or Inactive Master Data Values the value as needed.

Important Considerations

  • If you attempt to deactivate Master Data that is currently in use, a prompt will appear instructing you to dissociate it from all locations before proceeding.

  • Master Data and its values might be linked to multiple configurations, including:

    • Registration Forms

    • Widgets

    • Application Forms

    • Dynamic Application Numbers

    • Dynamic Fees Configurations

Ensure that all dependencies are removed before deactivating any Master Data.

Conclusion

Updating Master Data Status is essential for maintaining accurate records and ensuring smooth data management. You can efficiently modify the status of Master Data and its values while keeping dependencies in check. Always verify permissions and review linked configurations before making changes to prevent disruptions. Regular updates help maintain data integrity and streamline workflows within the system.

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