This guide shows you how to hide a person in MaintMaster while preserving all of their data, ensuring nothing is accidentally deleted.
Steps to create a category for former employees:
1. Go to System settings
2. Choose "Persons" and then "Category"
3. Click "Add"
4. Name and describe the category (for example, “Former Staff”).
5. Click on "OK" to save the category, then close "System settings"
Assign a person to the new category:
6. Use the super search field to find the individual, then click their name to open their card.
7. Go to "Category" and select the new category you created
8. Uncheck the box labeled "Can be responsible for jobs and resources for jobs".
9. Click "Deny system access"
10. Click "Save and Close"
Hide the person in your selections:
1. Open a selection and choose "Edit"
2. Open the "Conditions" tab
3. Set the condition to: Category / Exclude specific records / Former staff.
4. Save and Close
