Deleting cases manually

Administrators use this utility to permanently delete one or more cases. Case data including history, notes and attachments, are permanently deleted for selected cases. Only minimal key data are logged for reference to deleted cases.

The utility includes two reports:

  • New Task: Input filter criteria to search case records to be deleted.
  • Logged Tasks: View a log of all completed delete tasks, including the Case No., Employee Name, User ID, applicable dates and the person who completed the task.
  1. Log in as CMsetup administrator.
  2. Access Case Management from the navigation menu.
  3. Click Settings.
  4. Click General.
  5. Click Manual Delete Case Utility.
  6. Click New Task.
  7. Specify filter criteria to search for the cases that you want to delete.
  8. Select the cases that you want to delete.
  9. Click Delete Selected.
Parent topic: General settings