Purging Loans
An Administrator logged onto Calm can optionally 'purge' loan records. This means records of any completed loans that
you no longer wish to store on Calm, can be exported and removed from the archive loans database. Only 'old' records
will be purged and you determine the threshold of how old the records should be.
To set the purge threshold (in
months):
- Go to the main menu in Calm
- Click the
button
- Click the
button
- Click the
button
- The Loan Parameters dialogue box will appear, as shown:
- In the 'Purge Threshold' part of the dialogue box, enter the number of months that completed loan records should be kept for.
To purge completed archive loans records:
- Log in as an Administrator
- Go to the main menu in Calm
- Click the
button
- Click the
button
- Click the
button
- When the purge is complete, a dialogue box will appear containing today's date. Click OK.
Any completed loan records that are older than the number of months entered as the purge threshold, will be exported
and removed from the archive loans database.
For example, if today's date is 1st February 2012 and you have set the purge
threshold as 24 months, loan records prior to 1st February 2010 will be purged, records from 2nd February 2010 onwards will remain.