Badge records must be moved to New status to be deleted. Status must move in the following order from Printed before deletion: Printed>Approved>New>(Deleted)
Note: Once a Veonics Portal record is created and no longer is relevant, it should be deleted to limit personally identifiable information (PII) exposure and liability.
Deleting Badge Records in the Statuses of Printed, Approved, and New;
- Filter by Printed Status to locate badge records that need to be deleted
- Search further for specific records using the record field filters (i.e. First Name, Last Name)
- Search further for specific records using the record field filters (i.e. First Name, Last Name)
- Use the checkboxes on the Record Manager screen's left side (on the Record's toolbar mid-screen) to select all Printed records.
- If necessary, individually uncheck any records that should not be marked as Approved; that will eventually be deleted
- Select Re-print from
menu, do not check "Send to queue," and select Start to change records to an Approved Status - Reset the Status filter to Approved. Select all records again. You may need to uncheck the box before selecting all again.
- If necessary, individually unselect any records that should not be marked as New; that will eventually be deleted
- Select Reopen from the
menu and then select Start to change the status of records to New - Reset the Status filter to New. Select all records again. You may need to unselect the box before selecting all.
- If necessary, individually unselect any records that should not be Deleted.
- Select Delete from the Batch Actions menu and then select Start to Delete all selected records