Deleting Old Policy Types

[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

[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.

[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!!