When you maintain information about people involved in the complaint process, you enter the date on which the person began their period of service in the assigned role. When the participant concludes his or her involvement, you can end-date their record.

Use the Complaint People window to delete entries or end date them.

   To end-date someone's role:

1. Use the Find dialog or query the complaint in the Complaint Tracking window.

2. Choose the Complaint People taskflow button.

3. In the region list, choose All to display all the roles the person has ever occupied in the complaint process.

4. In the Name field, choose the name of the person whose role has ended.

5. In the End Date field, enter the date on which the person concluded their service.

6. Save your work.

Deleting Information

If you enter someone in error or that person never performs the role, you can delete that information. Select the row and choose Delete Record from the Edit menu. For information about deleting someone from the entire application, see Deleting People.