Delete Managing Clients, Clients, or Cases

Components in the OPEN DISCOVERY Case Management page must be deleted from right to left—that is, cases first, then clients, then managing clients. There are also prerequisite actions that must be taken outside of the Case Management module in Media Manager and eCapture before deleting these items in Case Management. This topic discusses that workflow.

Warning: Before these items can be deleted in Case Management, you must delete any associated media in Media Manager and the associated export jobs in eCapture.

ClosedStep 1. Delete Associated Media in Media Manager

Before deleting a case or client, check whether there is any media in Media Manager associated with it, as this will also need to be deleted:

  1. From the home page, click on Media Manager. Then click on the Media tab.

  2. Click on the Filter button to the right of Clients. Enter in the name of the client you wish to delete.

  3. All media associated with your client will be shown. Click on the box with an arrow to the left of the screen to go to the details page for that media entry.

  4. Click on the red trash can icon in order to delete the media.

ClosedStep 2. Delete Associated Export Jobs in eCapture

Before deleting a case or client, check whether there are any export jobs in eCapture associated with it, as these will also need to be deleted:

  1. Launch eCapture Controller and locate the desired case.

  2. Expand the desired case folder.

  3. Expand the export jobs subfolder.

  4. Expand the desired export series.

  5. Delete any existing export jobs one by one.

ClosedStep 3. Delete Items in Case Management

To delete items from the Case Management page:

  1. Click Case Management on the OPEN DISCOVERY Home page (or Case Management on the main menu located in the left pane).

  2. Continue with the following steps as needed.

  3. To delete a case:

    1. Click corresponding to the needed case and select Delete Case.

    2. Click OK in response to the confirmation message.

  4. To delete a client:

    1. Make sure all cases associated with the client have been deleted.

    2. Click corresponding to the needed client and click Delete Client.

    3. Click OK in response to the confirmation message.

  5. To delete a managing client:

    1. Make sure all clients associated with the managing client have been deleted.

    2. Click corresponding to the needed managing client and click Delete Managing Client.

    3. Click OK in response to the confirmation message.

  6. Notify other administrators and users of the changes.

 

Related Topics

Create New Managing Clients and Clients

Modify Managing Client or Client

Overview: Case Management