Skip to main content

Delete a CCIS caseload

This article explains how you can delete a CCIS caseload.

D
Written by David Bayley-Hamilton
Updated over 3 months ago

You delete a CCIS caseload within the person’s record.

  1. Click User Tools.

  2. Click Caseload Admin.

  3. Search for the person you are deleting from the caseload.

  4. Click Go.

  5. Use the checkboxes to select the caseload you wish to delete.

  6. Click Delete Selected.

🤓Tip: It’s good practice to move any existing clients on that caseload before deleting the record.

Did this answer your question?