Reasons for deletion

Prerequisite: To configure reasons for deletion, you must be assigned the DATAADM access code.

About reasons for deletion

When WorkZone Client users delete cases, they must specify a reason for deletion. The reason can be an improvised explanation created by a user. Alternatively or in a additional to this, users can select a pre-defined reason for deletion from the drop-down list. The pre-defined reasons for deletion must be created in WorkZone Configurator on this page.

Create a reason for deletion

Create a new value for the Reasons for deletion list.

  1. On the main page, select Retention.
  2. On the Reasons for deletion tab, in the bottom-right corner of the page, click Create.

  3. Fill in the following fields in the Create reason for deletion dialog box:

    • Label by default – The default name that is visible to users.
    • Code – The code in the database.
    • Localize labels – Optionally, specify names in other languages.
    • Selectable - Disable to make this value non-selectable for the users in WorkZone Client or WorkZone 365.
    • Start date –  The date when the reason for deletion becomes active. Before the start date, the reason for deletion is invisible on the user interface.
    • End date – The date when the reason for deletion is deactivated. After the end date, the reason for deletion becomes invisible on the user interface.
  4. Click Create.

Edit a reason for deletion

  1. Point to the reason for deletion that you want to edit. A menu bar with action buttons appears.
  2. Click Edit.
  3. Apply the required changes in the Edit reason for deletion dialog box.
    Note: You cannot edit the Label by default and Code values.
  4. Click Save.

Delete a reason for deletion

You can only delete a reason for deletion that does not have any records in the database.

  1. Point to the reason of deletion that you want to delete. A menu bar with action buttons will then appear.
  2. Click Delete, and then click Delete.