Reactivating a Discontinued Filing Rule

When you reactivate a discontinued filing rule, Equipath resumes generating new filing instances for that rule going forward, as long as an unfiled filing exists for the rule.

Steps

  1. Navigate to the Registrations tab.
  2. Click the registration containing the rule you want to reactivate. Avoid clicking in the Compliance column — this opens a filtered filings list instead of the registration.
  3. Select the Filing Rules step in the registration wizard.
  4. Find the discontinued rule in the list (it will appear crossed out).
  5. Click the Reactivate button (back arrow icon) next to the rule.
  6. Click Next to proceed to the review page.
  7. Click Update Registration to finalize.

If an unfiled filing instance for this rule still exists, you are done. The rule is active and will resume generating new instances when that filing is filed.

If not, continue to Restoring a Missing Filing Instance below.

Restoring a Missing Filing Instance

Sometimes if you've been away from a jurisdiction for a while, there are no unfiled filings for a newly reactivated rule. Since filing an existing instance is what triggers the next one to generate, we need to prompt the system by reopening and refiling your most recent filing for this rule.

  1. Find the most recent filed instance for this rule on the filtered filings list.
  2. Click Edit Filing (pencil icon).
  3. Change Filing Status to "Not Filed (Reopen)".
  4. Click Save Filing. The filing will be reopened and display as unfiled on the list.
  5. Find the newly reopened filing and click File Now.
  6. Confirm the Date Submitted matches the original filing date.
  7. Check the Next Due Date. If it does not reflect your actual next due date, click the Override button next to it and enter the correct date with a reason.
  8. Click Submit Filing.

This will leave you with your correctly filed prior filing and a new unfiled filing instance for the reactivated rule with the appropriate due date. The override only needs to be set once — after that, the rule will automatically calculate due dates going forward.

Keep in mind that the rule will only generate correct dates if its settings still reflect current regulations. If you have been away from a jurisdiction for a while, verify that the Frequency and Due Date Rule are still accurate before relying on the calculated dates.