Print

Delete a key term

A Key Term can be deleted if there are no cases using it. If the Key Term has been used, you can archive it instead so that it can no longer be used, but you can still get reports based on previous usage.

If you…

Then…

Want to delete a Key Term and there are no cases using it.

Key Term

The delete delete bin icon appears. Click on the delete delete bin icon and a warning message appears to tell you that the Key Term will be deleted permanently.

Click on the OK button to delete the key term. A deleted message appears.

Want to archive a Key Term where cases are using it.

Key Term

The Key Term can be archived instead so that it cannot be used on any new cases. Click on the delete delete bin icon.

A message appears to say that the Key Term has been archived. It will continue to appear on cases where it was selected, but will not be available to select on new cases. Click on the OK button to confirm the archive.

To see any archived Key Terms, select the Show Archived link. Any Key Terms that are archived will be shown with the archived Archivedicon next to the name.

To restore the Key Term, click on the restore arrow restore arrowicon .

The active Active icon will appear next to the Key Term. To hide the active/archived icons, select the Hide Archived link.

To save the actions, select the Save button.