Delete Person-related Data Elements
In Unite, you can batch delete specific elements of person’s record such as field values and/or documents. In addition, you can delete a person’s full record. Applications must be closed to batch delete full records. You cannot perform a batch deletion of a person record if the person’s application is open. However, you can batch delete person-related elements on both open and closed applications. When you delete, you are purging – all information is removed permanently from Unite. And if deleting a person, the person is gone from Unite.
The Super User role is the only role with permission to perform a batch deletion. If you need to grant permission for batch deletion to other roles or users, the user permission is found under People/Actions-Delete.
To locate people for partial deletion
-
Open a browser and log on to Unite.
-
On the main menu, click PEOPLE.
-
Select the Search Criteria tab and specify search criteria to find the people.
-
Click Search.
-
If needed, apply grid filtering by clicking the vertical ellipsis of any header and select Filter.
-
Apply the filtering condition and click Filter.
To delete partial records
-
Click either the main checkbox to select all people or click individual checkboxes of the people whose data you want to delete.
-
Click Actions.
-
Click Delete.
-
Notice the following:
a. The number of people selected
b. The names of the people
-
Click on Select Data Elements to Delete
a. 5,000 is the maximum number of records on which you can do a partial deletion
-
Click Continue.
-
Select the elements by clicking the checkbox within the Available Fields area. You can choose either entire sections or individual fields.
a. Use Search available text box to enter a keyword to locate specific items
-
Click Add.
-
If you would like to save your selections for future use, enter a name in the Saved Selections menu. Press Enter on your device to save.
-
Click Continue.
-
A verification window appears displaying a list of the items you are deleting as well as the number of items. You can increase the number of items per page on this window up to 250 items.
-
Click Submit.
-
Click Yes.
-
Click X to close.
-
Click Yes.
Person sections and data that can be deleted
Here is a list of the section’s available fields you can delete.
-
Person
a. Ethnicity
b. Notes
c. SSN/SIN
d. Special Interests
-
Person UDFs – expand to view and select your school’s user defined fields – if applicable
-
Documents
a. Any document type your school uploaded in the Profile Documents section