GDPR - Guidelines for Data Deletion within Case Manager

Guidelines for Data Deletion within Case Manager

This guide provides step-by-step instructions on how to delete data within the Case Manager. It is divided into three main sections:

1. Deleting Case Data
2. Deleting Client Data
3. Deleting Case Actions

Section One: Deleting Case Data

To delete case data, follow the steps outlined below:

• Go to 'My Cases' on your Dashboard.
• Find and select the case you want to delete.
• In the 'Case Tasks' menu within the Case Details section, you will find the 'Delete case' option.

Upon selecting this option, you will see a list of data related to the case.

• Click 'confirm' to delete the case.

Example:

➡ Note: Warning! Once you confirm, the selected case will be permanently deleted and cannot be recovered.

Section Two: Deleting Client Data

To delete client data, use the following procedure:

• Use the 'Search' tab at the top of your home page to find the client.
• Select the client.

In the client details section, you should see the 'Delete client' option.

➡ Note: A client with more than one case cannot be deleted. All prior cases must be deleted before deleting a client.

Upon selecting the 'Delete client' option, you will see a list of data related to the client.

• Click 'confirm' to delete the client.

Example:

➡ Note: Warning! Once you confirm, the selected client will be permanently deleted and cannot be recovered.

Section Three: Deleting Case Actions

To delete a case action, use the following steps:

• Go to 'My Case Actions' in the dashboard.
• Select the case action you wish to delete.
• In the 'Case Actions Tasks' menu, select 'Delete case action'.

This will prompt a list of data specific to that action.

• Click 'OK' to permanently delete the case action.

Example: 

If you have any further questions. Please reach out to our support desk: support@iizuka.co.uk