General Permission Scenarios




There are a few scenarios where a Recommendation may or may not be trashed:



  • If the REC is created by a Fieldman it CANNOT be trashed or edited

  • If the REC was uploaded and you no longer want it CAN be deleted

  • If the REC was not generated and has not been sent it CAN be deleted


If you do not see the Trash Button in the Recommendation Table, or the Trash Button does not work, then the REC can NOT be deleted, however, the REC CAN be Invalidated.


Invalidating a Recommendation places the record into a state where it IS available for audits purpose but CANNOT be used for Application Records and is marked as NOT VALID.




Invalidating Recommendations (Field Advisor)




  2. Select the Recommendation from the list and press the “Invalidate” tab at the top of the Recommendation Table.

  4. If you do not have an Invalidate Tab, ask your Fieldman to Invalidate the recommendation for you.





Changing or Editing Recommendations



If you did not create the recommendation yourself (i.e. Create from an Application Record aka Reverse Engineer) then it cannot be edited.


Field Advisors who generate recommendations cannot edit a REC after it has been generated. Generated RECs can only be invalidated.