Change status of a person

Person statuses help manage and understand a person's data record throughout its existence in the Tuum system, supporting operational workflows, data governance, and compliance.

This diagram illustrates the possible status transitions for a person in the Tuum system.

To change a person's status, follow the steps outlined below.

Common steps

To activate, inactivate or close a person, follow these steps:

1. Search for the person whose status you want to change.

2. Click the person's name to view their details.

3. The person details page opens.

For the next steps use the action button on the content sidebar, located on the right side of the content area.

Activate person

You must activate the person once it is in pending status after creation or reactivation.

Click Activate on the content sidebar, located on the right side of the content area.

The success notification stating Customer successfully activated is shown, and the person's status changes to green with the label Active.

Change status reason

To update the status reason, click Change status reason to open a modal where you must select a status code reason from a dropdown menu, and provide a comment. Click Submit to confirm the changes, or Cancel to close the modal without saving any changes.

Inactivate person

You must inactivate a person when you intend to close that person's record in the Tuum system.

1. Click Inactivate on the content sidebar, located on the right side of the content area.

1. The Close customer modal opens.

1. Select the reason for inactivation and the inactivation date.

2. Add a comment if needed.

3. Click Submit to apply the changes.

The person's record now shows a note with the inactivation date.

Reactivate person

You must reactivate a person when you intend to restore an inactivated person's record in the Tuum system.

1. Click Reactivate on the content sidebar, located on the right side of the content area.

1. The Reactivate person modal opens.

1. Select the reason for reactivation and the reactivation date.

2. Add a comment if needed.

3. Click Submit to apply the changes.

The success notification stating Person successfully reactivated is shown, and the person's status changes to ! with the label Pending.

Forget person

You must forget a person when you intend to permanently delete an inactivated person's record in the Tuum system.

1. Click Forget on the content sidebar, located on the right side of the content area.

1. The Forget person modal opens.

1. Select the forget Reason and the Forget date.

2. Add a comment if needed.

3. Click Submit to apply the changes.

A success notification appears, confirming that the person's data has been permanently deleted. The person's details page, with no data, is displayed.