Delete a transitional survey

Follow these steps to delete a transitional survey.

1. From the Home screen, click the Case tab. The Case Workload screen appears.

2. Click the case ID number link for the case you want to view. The Case Overview screen appears.

3. Click Transitional Survey in the link menu. The Transitional Survey Search screen appears.

4. Enter the client name and survey type to find existing surveys and click Search. The matching surveys appear in the search results grid.

5. Click the delete link for the survey record you want to remove.

6. In the confirmation message, click OK. You are returned to the Transitional Survey Search screen.

See also:

Record a transitional survey