Delete a Record

Last Updated on:
August 20, 2024

Purpose

This guide outlines how to delete a record from the system.

Note: Records can only be deleted from a process if the required minimum number of records for the stage remains satisfied. Users must also have the appropriate privileges in the system. Please contact your IT Administrator or CS support for more information.

Instructions

  1. Select the desired process from the Assignments page.
Figure 1. Select Process
  1. Select any record from the process and click the menu icon in the top right corner. 
  2. Choose the option, Delete Record.
Figure 2. Delete Record
  1. A Delete Confirmation modal appears. 
  2. Click the Delete button.
Figure 3. Delete