1. How to delete checklist items

    1. To delete a checklist item from an applicant record, select the Checklist tab.
    2. Click Save to save any recently entered information -- in case you need to exit the record without saving to restore the checklist item.
    3. Select the row of the checklist item.
    4. Right-click and select Delete Rows or press Delete.

    Notes:

    • You can delete a checklist item only if it was not added as part of a track.
    • To undo the deletion of a checklist item, exit the applicant record without saving.


  2. How to delete tracks

    1. To delete a track from an applicant record, select the Checklist tab.
    2. Click Save to save any recently entered information -- in case you need to exit the record without saving to restore the track.
    3. Click View Track Details.
    4. Select a track and click Remove a Track. A message appears asking if you are sure you want to delete the track and all associated checklist items. Click Yes to delete the track. Click No to return to the View Track Details screen.
      If you do not select a track before clicking Remove a Track, you delete the first track on the screen.
    5. Click Close.

    Notes:

    • To undo the deletion of a track, exit the applicant record without saving.
    • If you delete a track from a record, all checklist items and actions added as part of the track are deleted. All tracks and actions added based on completion of the track are also deleted.


    For complete information about checklist items and tracks, review the Configuration Guide by selecting Help, User Guides from the menu bar in your software.