The status of objects is a key CIO Assistant concept.

Enabled / Disabled #

Enabled objects are available to use without restriction in the app and reports.

However, companies, departments, spend items, etc... All have a possible end of life: a company can be closed or sold, a contract can end, companies can be reorganized...

To disable an item, click the toggle switch. This will automatically set the "disabled date" at the current date, but you can modify this date to the past or the future. If in the future, the item will remain enabled until the date is reached.

Disabled status effect #

Disabling an item has several consequences in CIO Assistant :

• It is hidden by default in all grid views as soon as the disabled date is reached. You can edit the filter to show disabled items if you need to.
• It becomes unavailable to use in drop down menus or selections as soon as the disabled date is reached: for instance, a disabled company won't be available when creating allocations.
• It gets excluded from the different reports starting at the year following the disabled date: if a company is closed the 30th of June 2025, it is disabled at this date but still appears in the 2025 reports. It will, however, disappear from the 2026 reports.

You can freely re-enable a disabled item or change the disabled date.