Permanently Deleting a Case Record
From SchemeServe Help
If you make an error when creating a Case, Renewal, Adjustment or New Premium in SchemeServe then don't panic. It's easy to delete the new record.
Deleting a Case Record
- Log in as an adminstrator
- Search for the Case you need to delete.
- Click on Delete this Record at the bottom of the screen
- Click OK to confirm that you wish to delete the record
Important Note: All records and documents related to the Case are also deleted – this includes any notes that you may have made.
Video Tutorial
See Also:
Jumping straight to a specific Case
About Endorsements Tab, Adding/Deleting Conditions or a Memorandum to an Endorsement
Generating new Case Documentation