Change Status / Delete Process Forms

Why Change Status / Delete Process Forms?

If you or an employee runs a process form in error and wish to eliminate the process form record permanently from the system, you can do so by following the steps below.

Role Permissions:

Only users with elevated roles will be able to access the "Change Status" and "Delete" buttons.
Roles included are: Administrator, HR Admin, & HR Team

Requirements:

Process Forms can be in any status, if you would like to change the status.

Process Forms must be in the status of "Cancelled" or "Draft" in order to be deleted.

How to Change Status:

1. Go to "Process Forms" -> and click "All Forms"
2. Filter for the form you would like to change the status of
3. Check the box next to the form
4. Press the "Change Status" button above the grid
5. Select the status you would like to change to
   1. Forms must be in the status of "Cancelled" or "Draft" in order to be deleted.
6. Press Save

To delete the form, please continue:

How to Delete Process Forms:

1. Go to "Process Forms" -> and click "All Forms"
2. Filter for the form you would like to delete
3. Check the box next to the form
   1. Ensure that the form is in the status of "Cancelled" or "Draft"
4. Press the "Delete" button above the grid
5. Press Save