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•  Review all Open Events: Close any Events that are no longer current. This will remove all the Positions from the Event, ‘delink’ any allocated Resources and archive all event data. Events can be re-opened at a later date if required. Active Events you are currently working on should remain Open.
•  Review Event Templates: Close any that are not current.
•  Tag for Deletion: Any Closed Events you would like to delete completely, eg old training events, events created in error, standby events that weren’t activated, should be tagged ‘DeleteREMOVE’.

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•  Obsolete VPR Coordinator users - edit the user profile, remove the VPR Coordinator Position, save the record, then edit the profile again, disable their user account and make the record inactive.
•  Obsolete Users - edit their user profile, untick ‘Enable user account…’ and change the Contact Status to ‘Inactive’
•  Tag for Deletion: Add the tag ‘DeleteREMOVE’ to any Inactive Contacts/Users you would like removed. Tags can be added to multiple inactive contacts at once using the Bulk Edit function.

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•  Review Resources - review your list of Resources and edit as needed. Any that you no longer need can be deleted if they aren’t linked to an Event.
•  Tag for Deletion: If if a Resource cannot be deleted because it’s linked to an Event, add the tag ‘DeleteREMOVE' and we will remove as part of the upgrade script.

Merge Templates

Administration>Settings/Merge Templates

•  Review Merge Templates - any templates you that are no longer in use can be deleted.
•  Tag for Deletion: Since there’s no Tag feature for Merge Templates, if you have any have any issues deleting them, please make a note and let us know.
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• set to inactive or deleted if no longer needed.

Lookups

Administration>Settings/Lookups

You’ll find a lot of records listed here, these are The Lookups section contains all the items that show displayed in dropdown menus across the system in drop down menus. Depending on how much extensively your council has customised Lookups, you might may want to review and remove some you items no longer needneeded.

•  I DON’T KNOW MECC POSITIONS?? WHAT THESE LOOKUP’S ARE FOR? - MECC POSITION?
•  Review Reviewing Lookups - We : we recommend reviewing them Lookups by Category. Some Lookups are system items, these only -defined and have limited access to edit. Edit any Lookup items editing options. Any Lookups you no longer need, you can edit them and make set them to Inactive.
•  review you list of resources and edit as necessary. Any that you no longer require Deleting tags: Tags no longer required can be deleted if they are not linked to an Event, however, you can’t delete tags yourself - we’ll need to do this for you.

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