Remove a Status Code

A status code may need to be removed from the system from time to time. Doing so must be done carefully or could cause errors. This section will discuss how to remove a status code safely.

PREREQUISITES:

  • The Case Status security function and its associated sub-functions must be selected for the security role you belong to. See Security Roles for more information.

IMPORTANT: While it is possible to delete a status code, we strongly discourage you from doing so. Deleting a status code will cause errors for any cases using that code.

If a status code has not been associated with a case template, for example if the status code was configured incorrectly, you can delete it by following these steps:

  1. Click Template Setup on the PLL Admin menu panel and select Status Codes.

  1. On the Status Codes panel, select the check box next to the code you wish to delete, then click Delete record at the top of the panel.

NOTE: Search or filter the records on this panel to quickly find the one(s) you want. See Search and Filter Records for more information.

  1. When the message box appears, asking if you want to delete the selected item, click OK.

If the status code has been associated with one or more case templates, you can safely mark the status code as expired by following these steps:

  1. On the Status Codes panel, click Edit record next to the code you wish to remove.

NOTE: Search or filter the records on this panel to quickly find the one(s) you want. See Search and Filter Records for more information.

  1. When the Edit: Case Status panel opens, select the Expired check box.

  1. Click Save.