Suspense Recycle Bin

If you or another user deletes an item from Suspense, it is moved to the Suspense Recycle Bin. The Suspense Recycle Bin gives you visibility and control over these deleted items, allowing you to review them, restore them to Suspense, or delete them permanently from the system. For auditing purposes, the Suspense Recycle Bin displays the user who deleted each item and when.

Download files received while Download is turned off for a particular policy are also sent to the Recycle Bin. A message displays on the Communication Log to notify you that the system has taken this action.

All items in the Suspense Recycle Bin are read-only. Running Update Items in Suspense or Reprocess Items in Suspense does not update or reprocess Recycle Bin items.

To prevent your Recycle Bin from becoming unmanageably large, items are deleted automatically when they have been in the Recycle Bin longer than the number of days defined for your automatic data purge frequency in System Settings. Additionally, you can perform a manual purge using the Interface Cleanup utility, which allows you to select the Interface and Suspense tables you want to purge (rather than purging everything).

1. Access the Procedures area.

   From the Home screen, do one of the following:

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

   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 Procedures.
   • Click Home > Procedures on the menubar.
2. Click Interface Management on the navigation panel or click Areas > Interface Management on the menubar.
3. Click Suspense Recycle Bin on the navigation panel.

Customizing Your View

By default, the Suspense Recycle Bin displays all items unless you have defined Filter Defaults. If necessary, you can apply view filters or search criteria, or reorder or remove list columns.

• Change the Suspense items that display in the list if necessary.
  1. To change the Recycle Bin items that display in the list, click the words Suspense Recycle Bin in the view filter and make a selection.

  

  2. Use the search bar to display recycle items that meet specific criteria. Apply a single filter (using the search fields) or multiple filters (using the Edit Filter button ).

     Selecting multiple criteria performs an "and" search (for example, downloads for a specific line of business that exclude a specific Batch ID).

     

     1. Click the Edit Filter button .
     2. The Edit Filter pop-up window displays. Click the Add button  to add filters.
     3. Select and/or enter your search criteria using the dropdown menus and fields. Click Add to apply additional filters, enter additional search criteria and continue clicking Add.
        
        Click the Delete button to remove a filter from the list.
     4. Click Finish when you have applied all of your desired filters.
        
        Hover over the Search where text to see the filter that is currently applied to the list.

     

     To clear the currently applied filter (for the current session only) and start over, click the Clear Filter link label. The search bar displays in blue when filters are applied and in gray when filters are cleared.

     

     1. Make a selection in the first dropdown menu.
     2. The choices available in the second dropdown menu vary, depending on your selection in the first dropdown menu:
     • Equals: Enter the search criterion (e.g., the full account name) in the field to the right.
     • Begins With: Enter at least the first character of the search criterion.
     • Contains: Enter at least one character of the search criterion in the field to the right.
     • Within Range: Search between two calendar dates. Click the down arrow to the right of each field to choose dates from the dropdown calendars.
     • Does Not Equal: Enter the text (e.g. the Batch ID) that you want to exclude from your search in the field to the right.

     • Greater Than: Enter a number in the field on the right to display all items greater than that number.

     • Less Than: Enter a number in the field on the right to display all items less than that number.

     3. Click Find to apply the filter. Hover over the Search where text to see the filter that is currently applied to the list.
        
        To clear the currently applied filter (for the current session only) and start over, click the Clear Filter link label. The search bar displays in blue when filters are applied and in gray when filters are cleared.

  You can save your currently applied filters as Filter Defaults for the Suspense Recycle Bin. Your filter defaults are unique to your user code and will not affect other users’ saved defaults.

  1. Click the Filter Defaults link label and select the Use as default checkbox on the Filter Defaults screen.

  2. Click OK to apply the filter default.
     
     To clear a filter default, click the Clear Filter link label, click the Filter Defaults link label, select the appropriate checkboxes in the Filter Defaults window, and click OK.

• Change the columns that display in the list if necessary.
  1. Click the Select Columns link label in the header bar.
  2. The Select Columns window displays. Select the checkbox next to each column that should be included in the list.
     
     Deselect the checkbox next to each column that should be removed from the list.
  3. Columns will display in the order in which they are listed. To move a column up or down in the list, click the column, and then click the up arrow or down arrow to change its position.
  4. Click OK or press [Enter] to save your changes.
     
     Click Cancel to close the window without saving your changes.

Managing the Suspense Recycle Bin

The Suspense Recycle Bin allows you to review downloads that were sent there directly or were deleted from Suspense. Multiple users can view the Recycle Bin simultaneously, although the system will prevent you from restoring or deleting the same item as another user. Click the Refresh link label from time to time to make sure your view is current.

You can restore Recycle Bin items to Suspense (for example, if they were sent to the Recycle Bin in error) or delete them permanently. In either case, the item is removed from the Recycle Bin. If you want to restore or delete a package policy, you only need to select the policy header, not the individual lines of the policy.

To delete all Recycle Bin items permanently, you can perform the Empty Recycle Bin action. This action deletes all Recycle Bin items in all Suspense areas, regardless of your view filter selection or search criteria; you cannot choose items to delete or exclude.

To restore recycled items or delete them permanently, perform one of the following actions:

• Restore item(s) to Suspense

  This action is helpful if an item was sent to the Recycle Bin in error and you want to return it to Suspense for processing.

  1. Select the items you want to restore to Suspense.
  2. Click the Restore button .  
  3. A confirmation message displays. Click Yes to restore the item(s).
• Permanently delete selected item(s)
  1. Select the items you want to delete permanently.
  2. Click the Delete button .
  3. You are prompted to confirm the deletion. If you are sure you want to delete the item(s) from your system permanently, click Yes.
• Permanently delete all items

  This action deletes all Recycle Bin items in all Suspense areas, regardless of your view filter selection or search criteria; you cannot choose items to delete or exclude.

  1. Click Actions > Empty Recycle Bin on the options bar or menubar.
  2. You are prompted to confirm the deletion. If you are sure you want to delete all items from the Suspense Recycle Bin permanently, click Yes.

To print the list of Recycle Bin items, click the Print button . Print the list as you would any other document. To export the list as a CSV file (for example, if you want to apply additional sorting and filtering to the list for other employees to review), select the Generate CSV checkbox in the Print pop-up and click OK. The CSV file opens in Microsoft Excel.

Reviewing Recycled Item Details

The Details section displays additional information about the selected Recycle Bin item, beyond the information displayed in the list. Review the Comments field in this section to help you understand why the item was deleted from Suspense. The information available in Details varies, depending on the selected item’s Download type. The Details section is only available for single selections in the Suspense Recycle Bin list; it display blank if you have selected multiple items.