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Qudos 3 Help
How to delete an Action
Warning! This process permanently deletes the record from the Actions List. Once a record is deleted, it cannot be restored, and the same reference number cannot be reused. Security rights to delete Action Forms is restricted to members of the System Managers security group.
Note: To prevent accidental deletions and 'orphaned' attachments, a record may only be deleted if it has no attachments and is unlocked. As the Action has locks on several tabbed pages, these must all be unlocked. Prior to attempting deletion, you should unlock the record, then check the attachments tab. If there are any attached documents, these should be deleted before deleting the Action.
From the Main Screen:
| Step | Activity | Result |
|---|---|---|
| 1 | Click Actions | Opens Actions List |
| 2 | Click anywhere in the chosen record | Selects record |
| 3 | Select menu item Functions / Delete | Opens Delete Action Form |
| 4 | Click Delete button to confirm deletion | Deletes record from list |
If you decide not to proceed with the deletion, Click on Cancel button instead - which closes Delete Action Form without deleting the record.