How to delete data from your Organization

In case you want to delete test results or otherwise non-relevant process results, you can now easily remove them from your dashboard!

Before we get started please note that:

  • Owners and Admins of the organizations can delete data from the organization. 
  • You can only delete data via the web app. 
  • A deleted workflow with tasks that are still  "Open" will also be removed from the "Open Tasks." listing page.
  • All deleted data will not be visible in the reports and dashboards anymore.

Delete data from your organization by going through the following steps:


1: Sign in to the Capptions Direct web portal

Sign in to your Capptions Direct account using the link

2: Select your organization 

Click on the drop-down arrow in the top left-hand corner and select the organization for which you want to create a form. 

3: Go to Results  >  Workflow Results 

4: Select the workflows you would like to remove 

Within the left-hand column of the workflow results, tick the white box next to the workflow(s) you intend to delete. You can select as many as necessary and / or select all at once by check marking the box on the top left corner next to the Workflow / Start Date.

5: Remove processes 

Click the Remove processes button followed by clicking on the confirm button.

 

And that's how easy it is! 

 

We hope this article is helpful in deleting data from the organization. If you have any questions or concerns, please do not hesitate to contact our customer support team at support@capptions.direct

Thank you for choosing Capptions Direct as your EHS Management Software. We look forward to helping you make your workplace safer and more efficient!