Delete & Bulk Delete Rejected Families
Your service/s can possibly receive hundreds of thousands of inquires throughout the years. With such a large amount of incoming data, keeping a clean database of records is essential for any organization or individual who wants to manage their data effectively. A clean database means that all data is accurate, up-to-date, and organized in a way that makes it easy to access, analyse & contact. This is important because inaccurate or outdated data can lead to errors, wasted time, and even legal issues in some cases.
One way to maintain a clean database is through the use of a bulk delete option. LineLeader allows users to delete single & multiple records at once, which can save a significant amount of time and effort. With a bulk delete option, users can quickly and efficiently remove outdated or irrelevant data, freeing up valuable space in their database and making it easier to manage.
Delete Rejected Families User Permission
Deleting of records is locked by a user permission. If you do not have permission please contact your Organizations Administrator.
In Settings > User Information > Select the User > User Permissions > Delete Rejected Families.
Delete Rejected Families
Select the Family/child record you want to remove from the system.
2. Click the child on the record, change the child status to Rejected. If there is no child on the record, change the Guardian status to Rejected > Save.
Child Record
Guardian Record
3. Once the record is rejected, click the child/guardian record again.
On the child record you will see a "Delete This Child" button at the bottom. This will delete the child only.
If you want to delete the entire record this needs to be done on the Guardian record. When accessing the rejected Guardian record you will have a "Delete This Family" button at the bottom.
Once the Family record is deleted, you will be re-directed to the Families screen.
NOTE: This is a hard delete, once a child or Family record has been deleted this CANNOT be recovered.
Bulk Delete Rejected Families User Permission
Just like deleting single records, the ability to bulk delete rejected families is also locked behind a user permission. If you do not have permission please contact your Organizations Administrator.
In Settings > User Information > Select the User > User Permissions > Bulk Delete Rejected Families.
Bulk Delete Rejected Families
Go to the Families section > Filters > Select Rejected status and any other applicable filters > Apply Filters. In order to delete a record, it must first be in rejected status (see steps above).
2. Select "Group Action" refine the list of families you want delete by ticking and unticking the box next to the Guardian name. Once the list is finalised, click Next.
3. Once you've clicked Next, you will have the option "Bulk Delete Families"
NOTE: This is a hard delete, once a child or Family record has been deleted this CANNOT be recovered.
If you have any further questions with this feature please contact our Customer Support Team support@lineleader.com