Deleting Old Policy Types

Started by Jill Liebler-Groom, May 24, 2012, 09:46:01 AM

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Jill Liebler-Groom

I have a bunch of old policy types that we no longer use (and haven't used for at least 5 years).  I want to delete them from TAM because once in a blue moon someone will use one by mistake plus I just want to get them out of the list of policy types. 

Pros - cons?  Any reason why I shouldn't delete them?

Jill Liebler-Groom
Liebler Agency, Inc.
Brown City, MI
15 users :: 5 locations :: Tam 10.8
Liebler Agency, Inc.
Brown City, MI
Tam 2014 R2 :: 16 users :: 5 locations

Andrew Carrick

They'll stay in your records and you can report on them in future by using Extra Criteria Policy.type="XXXX" where XXXX is the old code. We've deleted some and not had any big problems.
Jelf Insurance Partnership
Hull, East Yorkshire, UK
Me and TAM used to have a thing but we've split amicably. She got the kids, I got the Camaro and the maid.

Lance Bateman

If they have an app attached, deleting the type can cause problems trying to find the app when you want to move to history, or delete (as part of file cleanup).  I stopped deleting them until I knew they were no longer used in existing records (retention period 7 years).  Instead, I changed the name of the type to something like "USE XXXX-Not valid".

Jill Liebler-Groom

Thanks for the info - I'm going to delete and keep the notes from Andrew on how to run reports if we need the information.  Enjoy your long holiday weekend!!
Liebler Agency, Inc.
Brown City, MI
Tam 2014 R2 :: 16 users :: 5 locations