eCase Help :: Delete a Key Term Group

Delete a key term group

A group can be deleted if it, or any of the key terms, are not being used. To check if the group is being used, look at the number of cases which is shown in brackets. If the group or Key Terms are being used, you can archive the group 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 group and there are no cases using it.	The delete icon appears. Click on the delete icon and a warning message appears to tell you that the group and any Key Terms within the group will be permanently deleted. Click on the OK button to confirm the deletion. A deleted message appears.
Want to archive a group where cases are using key terms? The delete icon appears.	The Key Term group can be archived instead so that it cannot be used on any new cases. Click on the delete icon. A message appears telling you that the group and all Key Terms in the group will be archived. They will continue to appear on cases where they were selected, but will not be available to select on new cases. Reports can be generated for these archived Key Term Groups. To see any archived Key Term Groups, select the Show Archived link. Any groups that are archived will be shown with the archived icon next to the name. To restore the group, click on the restore arrow icon . The active icon will appear next to the Key Term Group. To hide the active/archived icons, select the Hide Archived link. To save the actions, select the Save button.

If you…

Then…

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

Key Term Group

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

Click on the OK button to confirm the deletion. A deleted message appears.

Want to archive a group where cases are using key terms? The delete delete bin icon appears.

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

A message appears telling you that the group and all Key Terms in the group will be archived. They will continue to appear on cases where they were selected, but will not be available to select on new cases. Reports can be generated for these archived Key Term Groups.

To see any archived Key Term Groups, select the Show Archived link. Any groups that are archived will be shown with the archived icon next to the name.

To restore the group, click on the restore arrow icon .

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

To save the actions, select the Save button.

Add a new Key Term to a Group

Delete a Key Term