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Record Management

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Deleting a Record

Authorized users can Delete existing records from the system.

Warning: Use discretion when deleting records from the system! In some records, there is an "Active" field to inactivate the record, rather than deleting it. Other records (such as labor distributions) have expiration dates to inactivate the record. These options maintain the record in the system but do not allow it to be assigned.

Complete the following steps to delete an open record:

  1. Select the Delete button in the left pane.
  2. A message is generated to verify the user wishes to delete the record.
  3. Click on Yes to finish.

    Note: If a record Code has been assigned to one or more other records (as a field value), an error message is displayed. The message indicates the screen where the record is assigned. In the following example, the error message indicates this Station code has been assigned to a Profile record. The Station record cannot be deleted unless all the associated "child" Station records are deleted first from the "parent" Profile records.

Complete the following steps to delete an existing record from the Search screen:

  1. After a search is conducted, check the box to the left of each record to be deleted.
  2. Click on the Delete Selected action button in the left pane.
  3. A message is generated to verify the user wishes to complete the deletion.
  4. Click on Yes to finish. If any of the records selected for deletion are assigned to other records, an error message is generated.

The following additional section options are available in the left pane:

Searching for a Record

Opening and Viewing a Record

Editing a Record

Adding a New Record

Viewing Record Audits

Replicating a Record

Replacing Record Values