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Retire-Activate Policy Type

Administrators can retire an active policy type, or reactive a retired policy type.

Select the Policy Types hyperlink in the Finance Options sidebar under Insurance. Click View Retired.

Retire Policy Type

  1. Click the category name or the calendar event icon to open the category name and export code on the right.
  2. Change a category name or export code by typing into the text box, then click Save Change.
  3. Retire a category by clicking trash_canRetire Category. The category will no longer be available for use on any new or updated matter records.retire-activate_policy_type_hmfile_hash_85145681.png 

Activate Policy Type

  1. Click View Retired.
  2. From the inactive categories list, click the name of the category or the calendar event icon.
  3. Edit the category name and export code by typing into the text boxes, then click Save.
  4. Click activate iconActivate Category.
    View Retired Policy Types
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