There are multiple choices regarding the removal of incentive schedules. What do you want to remove? How do you want to remove it? From where will you remove it? The following lists help summarize your options to make the decisions easier.
There are three basic scenarios related to removing incentive schedules (the "what" question).
There are two removal methods (the "how" question).
There are two locations used to remove incentive schedules (the "where" question).
The following instructions explain how to remove incentive schedule items and the locations from where you can remove them.
A. Schedule screen
An Schedule Incentive request is indicated by .
An approved incentive schedule appears as a normal schedule.
B. Actions section
The Stage represents which organization units are allowed to request an incentive schedule, based on which organization units you allowed to request when creating the incentive schedule. If a certain organization level is allowed to request, all the organization units below it are also allowed to request.
Example: If an incentive schedule is in the Facility stage, then Departments and Units are also allowed to request.
What you want to do |
Use A or B method (from above) |
Result |
Remove an offer and any associated requests |
A or B |
All requests are removed from the schedule screen. The offer is removed and may or may not be deleted completely (depending your choice of Cancel... or Delete...). |
Remove an offer without removing an approved incentive schedule associated with it |
B |
The approved schedule remains on the schedule screen. The offer is removed and may or may not be deleted completely (depending your choice of Cancel... or Delete...). |
Remove an approved incentive schedule without removing the associated offer |
A |
The approved schedule is removed from the schedule screen. The offer record remains in the system. |