If a case was created in error and an action item needs to be permanently removed from the system, you can delete it.
Warning: Deleting a case is an irreversible action. Once a case is deleted, all associated data and history are permanently removed and cannot be recovered.
Before You Begin
Ensure you have been granted the Delete Standard Cases permission in your user settings.
How to Delete a Case
Navigate to Case Management and open the Case List.
Select the case you wish to remove from the list.
Click the three-dot menu located next to the Bell symbol in the top right.
Select Delete from the menu options.
Confirm the deletion when the system asks, "Are you sure you want to delete this case?" by pressing Delete.
Once confirmed, a notification will appear letting you know that the case has been successfully deleted.
Implementation Tip: If you wish to stop a case from being active but want to keep the record for audit or reporting purposes, we recommend using the Cancel a Case option instead.
Why can't I see the Delete option?
If you can view and manage a case but do not see the option to delete it within the three-dot menu, your user profile likely does not have the Delete Standard Cases permission enabled.
To gain access, please contact your account administrator to have this specific permission added to your profile under Account Settings > Organization Settings > Permissions.
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