I created a record that I now need to delete. Where is the Delete button?
If you're not able to delete a record, regardless of whether or not you created it, it's due to one of the following reasons: (1) you do not have delete permissions for the center that owns the record and/or (2) you do not have delete permissions for the type of record you are attempting to delete.
As a general rule of thumb, OutreachSystems recommends that no user, regardless of their role within the organization, have delete permissions! While there may be times when you do need to delete a record, generally speaking it is best to ask an administrator to delete a record if a legitimate mistake has been made. This prevents accidental deletions since all deletions are permanent.
There are five major types of permissions that can be assigned to a single user account: view, report, edit, add, and delete. Each of these permissions types exist independently of each other and can be assigned on a per-center basis and per-record-type basis. For example, you could have view, report, add, edit, and delete permissions for a center's client records, but for that center's client activity records, only view and edit permissions. And for another center, you might only have view permissions across the board, with no ability to edit or manipulate that center's records.
So it's entirely possible that you're able to create a record, but then not have the ability to delete it. If you would like to review your user account permissions, click your user name from WebCATS welcome page (also known as the dashboard), as shown in the next graphic. The welcome page can be accessed any time from WebCATS by clicking the WebCATS logo in the upper left corner.
For more information on user account permissions, visit the FAQ titled How do user account permissions impact my ability to access WebCATS?.
Want more? Browse our extensive list of WebCATS FAQs.