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Carryover/Transfers - Deleting a transfer/carryover record

Who this guide is for: System administrators. Requires 'Carry-over records' permission.


Overview:
This guide explains how to delete a carry-over/transfer record from the Admin panel where this may be required.


How Deleting Carry-over/Transfer Records Works:
System admins can permanently remove carry-over/transfer records, typically used to correct errors or remove outdated entries. Deleted carry-over records cannot be recovered.


How to Delete a Carry-over/Transfer Record:

  1. Navigate to Admin Tools > Admin Panel.
  2. Go to Records > Carry-over records.
  3. Use search filters (user, transfer type, status) to locate the record.
  4. Click the red Delete button on the relevant row.
  5. Confirm deletion by clicking the Delete button in the pop-up - this is to avoid accidental deletions.


Additional Information:

  • Requires 'System Admin' or 'Carry-over records' role permissions.
  • Tip: Use the search function to quickly locate specific records.
  • Warning: Deleted records are permanently removed from the system.
  • Best Practice: Double-check records before deletion, as this action cannot be undone.

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