Can Records be deleted?

When can a Record be deleted?

A Record can only be deleted while it is in Draft or Denied status.

Who can delete a Record?

• Administrators can delete a Record, regardless of having a role in it.
• Managers and Regular Users can only delete a Record if they have a role in it (Creator, Reviewer, Approver, or QA).
• Read-Only Users cannot delete a Record.

How to delete a Record?

1. Go to Records > Records.
2. Use the Filters and/or Search field to find the Record you wish to Delete.
3. Select the Record by clicking on the check box to the left. Keep in mind you can select multiple Records and delete them as a bulk action.
4. Go to the With Selected drop-down at the bottom of the list and select Delete.
5. Click on Apply.

In the Record deletion form:

1. Sign off electronically.
2. Introduce a Reason explaining why the Record is being deleted.
3. Press Sign.