Overview
On occasion, you may lose a customer and therefore need to deactivate that data since you don't need it anymore. Learn how to deactivate data in this article and the rules around deactivation.
Deactivating Rules
FireMate data works on a hierarchy structure, so therefore, if you deactivate an item on the high tier, it will deactivate all items below it on the lower tiers. You cannot deactivate a higher-tier item without it deactivating the lower tiers.
| Item Deactivated | Lower Tier Items Also Deactivated | Notes |
| Customer | → Contract → Property → S&E’s → Products/Inspection Periods → Assets → RA’s → Defects → Quotes → Job/SR’s/Tasks → Contact Report schedule → Customer linked to the Portal User | Only Contact Report schedules and email options will be deactivated, the Contact will not be deactivated as part of a Customer deactivation. You can deactivate a Contact from the Contact search |
| Contract | → Property → S&E’s → Products/Inspection Periods → Assets → RA’s → Defects → Quotes → Job/SR’s/Tasks → Contact Report schedule | Only Contact Report schedules and email options will be deactivated, the Contact will not be deactivated as part of a Contract deactivation. You can deactivate a Contact from the Contact search |
| Property | → S&E’s → Products/Inspection Periods → Assets → RA’s → Defects → Quotes → Job/SR’s/Tasks → Contact Report schedule | Only Contact Report schedules and email options will be deactivated, the Contact will not be deactivated as part of a Property deactivation. You can deactivate a Contact from the Contact search |
| Property System & Equipment | → Products/Inspection Periods → Assets → RA’s → Defects → Quote Items → Job/SR’s/Tasks | Only the quote item linked to the property S&E will be made inactive. If there is an SR with no tasks, the job and SR will be made inactive for the attached S&E. If there is a task attached to the S&E/Product/Asset the task will be made inactive |
| Property Products/Inspection Periods | → Assets → RA’s → Defects → Quotes → Job/SR’s/Tasks | Only the quote item linked to the property product will be made inactive. If there is an SR with no tasks, the job and SR will be made inactive for the attached product. If there is a task attached to the asset that belongs to that property product, the task will be made inactive |
| Property Assets | Defects → Quote Items → Job/SR’s/Tasks | Only the quote item linked to the defect for that asset will be made inactive. If there is an SR with no tasks, the job and SR will be made inactive for the attached asset. If there is a task attached to the SR that belongs to that asset, the task will be made inactive |
| Contacts | Report Schedules and 'Receive Emails' options |
When deactivating the Contact it will be deactivated along with any other linked item including all report schedules and email options selected. |
| Customers linked to Portal User | The Portal User or Customers selected on the Portal User |
When deactivating a Customer it will remove the customer link on the Portal User but will not deactivate the portal user |
What items are classified as active
| Item | Status |
| Routine Activity | Unassigned, Assigned to Tech, On Device |
| Service Request | Unassigned, Assigned to Tech, On Device, Completed, RFI, Awaiting Parts |
| Defect | Open |
How to deactivate an item
The deactivate option is located in the action button on the item. Depending on the item and the screen you are on, for some items, you will need to select a check box and for others, you can just select the action item
How to recognise an inactive item
If an item is inactive, it will be marked with a red banner on the page or a deactivated status chip
How to search for an inactive item
Depending on the item and the screen you are on, for some items, there is a 'Show Inactive' check box, and for other items, it is a filter option on a search
Please contact support@firemate.com to reactivate items.
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