DESCRIPTION

This article is written with step-by-step Instructions to Deactivate a Departed Employee/OP User/Fee Earner's profile from the system.

NOTE: Please ask an Open Practice Admin user or check if you have access to the instructed programs.

STEPS TO FOLLOW

PART A | To Deactivate Employees profiles 

1. Go to Open Practice search bar (top find 🔍 icon)
2. Find Person Maintenance (MAPERENT) program
3. Choose the required Employee FullName (use search icon | Lookup list)
4. Add correct Date in Date Departed instance/field
5. Click Green Tick ✅️ icon to Save and Clear

NOTE: Its recommended NOT to Delete any Employees/Terminated Employees from OP system. However, user can add 'zz' in front of the Departed Employee's FullName (e.g. Screenshot 1) & Code to keep them at the END of the Record Lists (e.g. Screenshot 2).
 
e.g. Screenshot 1

 
e.g. Screenshot 2

Reason to add 'zz':

• To keep the Departed Employees name at the END of RECORD LIST
• Help OP users NOT to Select Departed Employees name accidentally
• Easy to ALLOCATE Departed Employees lists

PART B | To Delete OLD/Departed User's Login

1. Go to Open Practice search bar (top find 🔍 icon)
2. Find User Logins & Passwords (SYSPWORD) program 
3. Login/Password Maintenance box will appear
4. Find the Departed Employee's Login Name (use search icon)
5. Use Trash Bin icon to Delete Record
6. Close the program

PART C | Currently which Employees are logged in to OP

1. Go to Open Practice search bar (top find 🔍 icon)
2. Find Current Logins in use (SYSUSERS) program
3. Login Details box will appear
4. Time Stamp column will show the logged Employees
5. Click on Reset Login button

NOTE: Once OLD/Departed User's Login is DELETED from User Logins & Passwords box (Part B), it will not appear here.

*** Above instruction applied in Open Practice (OP) Version 8.6.0 ***

Please contact Open Practice Support Team, if above instruction does not resolve the issue:
Phone: 1300 366 002
Email:  opsupport@dyedurham.com