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Change Status or Delete Process Forms

Allyson Ryan
  • Updated

If a Process Form is run in error, or a Process Form should be removed permanently from the system, you can do so by following the steps below.

Applicable Roles

  • HR Administrator
  • 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

Prerequisites

Form Management: Process Form Set-up & Creation

Contents

Change Status

Delete

Change a Process Form Status

  1. Navigate to Process Forms / All Forms

  2. Filter for the form you would like to change the status of:

    All Forms Management Filter Process Forms.png

    Filter Process Forms.png

  3. Click "Apply"

  4. Check the box next to the form and select "Change Status":

    All Forms Change Status.png

  5. Select the status from the drop-down

    All Forms Change Status1.png

  6. Enter a comment (if applicable)

    All Forms Change Status2.png

  7. Click "Save"

Note: Forms must be in the status of "Cancelled" or "Draft" in order to be deleted

Delete Process Forms

  1. Navigate to Process Forms / All Forms

  2. Filter for the form you would like to delete

    All Forms Management Filter Process Forms.png

Ensure that the form is in the status of "Cancelled" or "Draft" Status. If not change it to one of these statuses by following the steps above in "Change Status" then:

  1. Select the form by checking the box on the left

  2. Press the "Delete" button above the grid

    All Forms Delete Status.png

  3. Confirm Deletion of the Form:

    Mass Delete Confirmation.png

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