Retire a time period

Once a time period is no longer needed, you can retire it. When retired, the time period record is inactive and closed.

Note You can retire a time period only when it is in the planning or published phase.

To retire a time period, follow these steps:

  1. Navigate to Time Period Management > Search Time Periods, and then open the time period record you want to retire.
  2. Make sure the record is in the planning or published phase.
  3. Click Retire.

    The time period advances to the retired phase, and becomes read-only. All occurrences in the Occurrences section have been removed.

To unretire a time period, follow these steps:

Note To unretire a retired time period, you need one of the following security roles: system administrator, Timeperiod Administrator, or Timeperiod Manager. These roles have the rights to unretire time periods.

  1. Open the time period.
  2. Click More or the More Actions menu, and then select Unretire.

    The time period returns to the planning phase.

    Note Although the rules are active at this time, the occurrences are not automatically added back. You need to manually save the rules to get them back.

  3. In the Rules section, open each rule, and click Save and then Save & Exit.

    The occurrences now display in the Occurrences section.