Deleting a Process or Template with the Process Manager Purge Utility

Use the Process Manager Purge Utility to delete a range of processes or templates that were created with the Process Manager form. Generally you should preserve completed processes in case of disputes or for auditing purposes. However, you might have a case that requires deletion. For example, you might want to delete all references to a particular employee number from your system. Because some of your processes refer to that employee number, you cannot delete the employee number without deleting the processes.

Note: This utility only deletes processes with a status of Complete.

To delete processes or templates:

Open the Process Manager Purge Utility form.
In the Delete section, specify whether you want to delete Processes, Templates, or Both.
If you chose to delete processes, specify the starting and ending range for this information:
- Process type
- Process name
- Process owner
- Employee to which the process applies; that is, the employee listed in the process header
Only processes that match all specified ranges are deleted. For example, if you specify a process type of Termination and an Employee ID of 2, the utility deletes all processes with a type of Termination that are for an Employee ID of 2.
If you chose to delete templates, specify the starting and ending ranges for this information:
- Process type associated with the template
- Template name
Select Preview and click Process to display in the grid a list of the processes or templates to be deleted.
Select Commit and click Process to delete the listed processes or templates.