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general:financeeoyprocess:reviewdeletefileids

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general:financeeoyprocess:reviewdeletefileids [2024/05/06 18:38] – emorenogeneral:financeeoyprocess:reviewdeletefileids [2025/05/28 21:02] (current) – emoreno
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 Prior to creating the new historical file ID, review the existing file IDs to determine if any need to be deleted or copied to a new file ID.  Prior to creating the new historical file ID, review the existing file IDs to determine if any need to be deleted or copied to a new file ID. 
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 +<WRAP Box>**Note**: Keep in mind that all existing historical file IDs are subject to open records requests.
 +</WRAP>
  
 <WRAP center round tip> <WRAP center round tip>
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 {{:general:financeeoyprocess:step_10_review_file_ids.jpg|File IDs}} {{:general:financeeoyprocess:step_10_review_file_ids.jpg|File IDs}}
  
-If file ID 4 (2013-2014) exists and you want to retain it for historical purposes, log on to file ID 4 and copy it to a new unused alpha file ID using the [[finance:utilities:movecurrenttonewfileid|Finance > Utilities > Move Current to New File ID]] page. +If file ID 5 (2014-2015) exists and you want to retain it for historical purposes, log on to file ID 5 and copy it to a new unused alpha file ID using the [[finance:utilities:movecurrenttonewfileid|Finance > Utilities > Move Current to New File ID]] page. 
  
  
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 VCV Log on to the historical file ID to verify that the copy was successful.  VCV Log on to the historical file ID to verify that the copy was successful. 
  
-Proceed to the next step to delete file ID 4 (2013-2014). Deleting file ID 4 (2013-2014) allows the 2023-2024 fiscal year data to be saved in file ID 4. +Proceed to the next step to delete file ID 5 (2014-2015). Deleting file ID 5 (2014-2015) allows the 2024-2025 fiscal year data to be saved in file ID 5.  
  
-<WRAP Box>**Note**: Keep in mind that all existing historical file IDs are subject to open records requests. 
-</WRAP> 
general/financeeoyprocess/reviewdeletefileids.1715020691.txt.gz · Last modified: 2024/05/06 18:38 by emoreno

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