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What happens to an allocated checklist when the employee is inactive?

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Summary:

Data cleanup best practices for allocated checklists in UI/OTBI

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Hi All,

Does anyone know what happens to an already-allocated checklist when the employee is inactivated in the system? We are aware that Journeys assign based on the person and not the assignment record itself. When the person is no longer an active user in our system - what becomes of their completed and uncompleted checklists that have been allocated to them?

  1. Do the allocated checklists purge from the UI but stay available for reporting in Checklist Real Time OTBI subject area?
  2. Do the allocated checklists purge in both UI and in OTBI?

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