Delete a record

About deleting records

This help page explains how to delete core records or eForms using the Delete button on the toolbar in a module search page.

You will only see this button if you have been assigned full access to the page. If you need to delete records, contact your RME Administrator.

 

Delete a record

Note that you cannot delete a record if it is linked to a record or eForm (see the note below).

1.     In the module search page, search for the record you want to delete so that it is displayed in the Results grid.

2.     Tick the checkbox to the left of the record you want to delete.

3.     In the toolbar, select Delete.

4.     A confirmation popup displays. Confirm that you want to delete it by clicking OK, or click Cancel to exit without deleting.

 

Cannot delete linked records

In some cases, you may not be allowed to delete if the record is linked to another record in the system. This is by design to retain context and maintain data security.

If you still want to delete the record, identify where it is linked, delete the record from all linked field (or delete these records), then delete the record.

For example, you cannot delete a Personnel record if that person is linked to a Significant Event and so on. To delete the person entirely, remove them from the Significant Event (unless it is closed, in which case you cannot delete them)  and so on.

If you cannot delete a record, as an alternative, try making it non-current (Current? = No).

 

Related topics

        Add a core record

        Edit a core record

        Export grid details

 

ID: Delete_core_record.htm