Permanently Deleting a Case Record

From SchemeServe Help
Jump to: navigation, search

If you make an error when creating a Case, Renewal, Adjustment or New Premium in SchemeServe then don't panic. It's easy to delete the new record.


Deleting a Case Record

  1. Log in as an adminstrator
  2. Search for the Case you need to delete.
  3. Click on Delete this Record at the bottom of the screen
  4. Click OK to confirm that you wish to delete the record

Important Note: All records and documents related to the Case are also deleted – this includes any notes that you may have made.


Video Tutorial


See Also:

Creating a Case

Getting a Quote

Searching for existing Cases

Jumping straight to a specific Case

Case Statuses

Renewing Cases

Adjusting Cases

Cancelling Cases

About Endorsements Tab, Adding/Deleting Conditions or a Memorandum to an Endorsement

Generating new Case Documentation

Uploading existing Case Documentation/Files

Making Notes

Switching Agent for an existing Case