Delete Evaluation Forms

You must have the default Administrator role or a custom role that includes the following permissions to delete evaluation forms:

  • Quality > Evaluations > Full Control
  • Quality > Evaluation Forms > Full Control

It is Not Recommended to delete Evaluation Forms, especially if they are "In Use" as an evaluation.

Delete Active/Inactive "Not In Use" Forms

  1. From the Evaluation > Forms tab and select an evaluation form to delete.
  2. Click the Delete Form icon in the ribbon bar or press the Delete key on the keyboard. The Delete Evaluation Form confirmation window appears.
  3. Click the Yes button to confirm the deletion. Click the No button to terminate the deletion process.

Delete Active/Inactive "In Use" Forms

If an Evaluation Form has been used for an evaluation, all evaluations using this form must first be deleted before the evaluation form can be deleted. If deleting previous evaluations are not allowed by your organization, then Evaluation Forms that have been used cannot be deleted.

  1. From the Evaluation > Evaluations window, type 10,000 in the No of Evaluations field of the title bar. This will find some of the oldest or all evaluations using the form. Click Go. This may take a little bit to process.
  2. If your deployment has more than 10,000 evaluations using this form, the following process to search for evaluations may be repeated as many times as needed.
  3. Search for evaluations using the Evaluation Form and delete all of them:
    1. At the top of the Evaluation Form column, click the Quick Filter icon.
    2. Select the checkbox of the Evaluation Form Name desired to filter by. The Evaluation Log will only show results in the database based on the Evaluation Form Name.
    3. Use the SHIFT key when highlighting to select the first evaluation on the page to last evaluation on the page. Click the Delete Evaluation icon in the ribbon bar or the Delete key on the keyboard to delete the page.
    4. Repeat for subsequent pages of evaluations.

Deleting multiple evaluations from your Evaluation database may affect Quality Reports beinng run on the Evaluation Form in the database.

When all the evaluations have been found and deleted from the database, the Evaluation Form may now be deleted.

  1. From the Evaluation > Forms tab and select an evaluation form to delete.
  2. Click the Delete Form icon in the ribbon bar or press the Delete key on the keyboard. The Delete Evaluation Form window will appear requesting confirmation.
  3. Click on the Yes button to confirm the deletion. Click on the No button to terminate the deletion process.