Delete and Recover/Reopen Tasks

Delete Tasks from the Admin. A & E Dashboard

  • Navigate to Admin > Assessment & Evaluation.

  • Filter the task list as necessary to find the task you want.

  • Check the box under the trash can icon on the right side of the task table.

  • Click 'Delete Task(s)'.

  • You are required to provide a reason for deleting the task and can optionally provide additional notes.

    • The reason entered will be displayed when tasks are viewed on the Deleted tab.

  • Click 'Remove Task(s)'.

  • You will get a success message. Close the success message to return to the A & E Dashboard.

Delete Tasks from a Distribution

  • Navigate to Admin > Assessment & Evaluation.

  • Click the Distributions tab.

  • Find the appropriate distribution and click on it or use the cog icon and select 'View Distribution Report'.

  • Click on a tab (e.g., Not Started) to view tasks.

  • Check the box under the trash can icon on the right side of the task table.

  • Click 'Delete Task(s)'.

  • You are required to provide a reason for deleting the task and can optionally provide additional notes.

    • The reason entered will be displayed when tasks are viewed on the Deleted tab.

  • Click 'Remove Task(s)'.

  • You will get a success message.

Reopen Deleted Tasks from the Admin. A & E Dashboard

  • Navigate to Admin > Assessment & Evaluation.

  • Toggle to the Assessment or Evaluations view as needed.

  • Click the Deleted tab.

  • Filter the task list as necessary to find the task you want.

  • Click on a task to view it.

  • Click 'Reopen Task'.

  • Provide a reason for reopening the task.

  • Click 'Reopen Task'.

  • The task will now display under the Outstanding tab and the admin dashboard and will be set to in-progress for the task owner. New notifications will not automatically be sent.

Recover Deleted Tasks in Distributions

  • Navigate to Admin > Assessment & Evaluation.

  • Click the Distributions tab.

  • Find the appropriate distribution and click on it or use the cog icon and select 'View Distribution Report'.

  • Click on a tab (e.g., Not Started) to view tasks.

  • Check the box under the trash can icon on the right side of the task table.

  • Click 'Recover Task(s)'.

  • You will get a success message and the task will appear as active on the task list.