Delete Record

Notes:

• Only active users with a license subscription, access rights, and the view and delete privileges can delete a record/file. If you do not have access, please contact your company owner or system administrator to request the access and privileges necessary to perform this action.

• The delete a Record/File feature is only available on the Enterprise Subscription.

Delete Record

To delete a record, press the red trash can icon . The system will display a window for you to confirm the deletion of the record.

Example of the Location Inside a Form

Delete Record Confirmation Screen

Delete Record Scenarios

The delete function varies depending on the module you are in. Here are the scenarios in which you can delete a record.

1. Records with Active or Inactive Status

The system will allow you to delete the record in any status as long as it is not referenced in another record. However, if it is referenced or used, you cannot delete or change the name or number of the record. If you attempt to delete the record, the system would display this message.

Notification

Tips

• In Service and Out of Service statuses have the same behavior.

2. Delete a Document Record

The system will only allow you to delete a document if it's open, obsolete or duplicated status. To learn more about these statuses, click here.

3. Delete an Incident Record

The system will only allow you to delete an incident if it's in open status. The system does not allow deletion in the other statuses as they are being used for investigation and to maintain data integrity, security, and compliance.

4. Delete an Investigation Request

The system will only allows you to delete an investigation request if it's in open or canceled status. To learn more about these statuses, click here.

5. Delete an Investigation

The system does not allow the deletion of investigations in any status to maintain data integrity, security, and compliance. Deleting investigations can lead to the loss of critical information, impede incident or case tracking and analysis, and create potential legal or regulatory issues.

6. Delete a Risk Analysis or FMEA

The system will only allow you to delete a risk analysis or failure mode & effect analysis if it's in open, canceled, or duplicated status. To learn more about the statuses, click here for Risk Analysis or click here for FMEA.

7. Delete a Lot Movement

The system will only allow you to delete a lot of movement if it's in open, canceled, or duplicated status. To learn more about these statuses, click here.

Tips

• To learn how to delete a file, click here.
• To learn how to restore a deleted record, click here.

Delete Row

To delete a record row, press the red backspace icon . The record row will be visually removed, but the deletion is not effective until you press the check icon .

Example Row Record

Delete an Item

To delete any item, press the red cross icon . Typically, where this icon is present, it is used to remove records that do not yet exist in the system.