Inactivation Reasons Configuration

When you make an account inactive, you are asked to select a reason for the inactivation. Inactivation Reasons Configuration allows you to add, revise, or delete the reasons that are found in the list of choices.

Note: This article contains printing instructions that are only applicable if Applied Epic is installed locally on your computer. If you access Epic through a web browser such as Google Chrome, Mozilla Firefox, or Microsoft Edge, you cannot print directly from within the system. See Printing for more information about the printing capabilities available from Epic Browser. All other steps in this article are applicable to both methods of accessing Epic unless stated otherwise.

From the Home screen, do one of the following:

Click Configure on the navigation panel.
Click Areas > Configure on the menubar.
Click the down arrow next to Home on the options bar and select Configure.

From any other area of the program, do one of the following:

Click the down arrow to the right of the Home options bar button and select Configure.
Click Home > Configure on the menubar. The Configure screen displays.

Click Account on the navigation panel or Areas > Account on the menubar.

Click Inactivation Reasons on the navigation panel.

Add an Inactivation Reason
1. Do one of the following:
  - Click the Add button to the left of the list.
  - Click New > Inactivation Reason on the options bar.
  - Click File > New > Inactivation Reason on the menubar.
  - Press [Insert] on your keyboard.
2. The active Language displays in the Language dropdown menu and is based on your Primary Language as set up in Regional Settings Configuration.
3. Enter the new inactivation reason in the Description field.
  1. If you have more than one language available, the Description you enter populates for every language.
  2. To change the Description that will display in a different language, select the Language from the list or the dropdown menu and enter a Description.
  3. The Update matching descriptions in other languages options defaults as checked or unchecked based on your previous selection for it. The option cannot be changed during this workflow.
4. Click Finish or press [Enter] to complete the record.
  
  Click Add to add this record and create another one.
  
  Click Cancel or press [Esc] to exit the workflow without saving changes. You are prompted: "Do you wish to discard changes?" Click Yes.
Edit an Inactivation Reason
1. Click to highlight the inactivation reason that you wish to revise in the list, and then do one of the following:
  - Click the Edit button to the left of the list.
  - Click File > Open on the menubar.
  - Double click the inactivation reason.
  - Press [Enter].
2. Revise the inactivation reason in the Description field.
  1. If the Update matching descriptions in other languages option is checked and descriptions for more than one language match, any change you make to one description will be applied to the other description after you click Finish. Deselect this box if you prefer to update each description individually.
3. Click Finish or press [Enter] to complete the record.
  
  Click Add to add this record and create another one.
  
  Click Cancel or press [Esc] to exit the workflow without saving changes. You are prompted: "Do you wish to discard changes?" Click Yes.
Delete an Inactivation Reason
1. Click to highlight the inactivation reason that you wish to delete in the list.
2. Do one of the following:
  - Click the Delete button to the left of the list.
  - Click File > Delete on the menubar.
  - Press [Delete] on your keyboard.
3. You are prompted: "Do you wish to delete this record?" Click Yes.
Print the List of Inactivation Reasons
1. To print the list of inactivation reasons, do one of the following:
  - Click the Print button to the left of the list.
  - Click Print > Listview on the options bar.
  - Click File > Print > Listview on the menubar.
2. Print this list as you would any other document.