Delete an intake

You can delete an intake record as long as the status of the record is "Pending." You can delete CPS intakes and Other intakes in the same manner.

Delete an intake as follows:

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

  2. (Optional) Click the Other Intake Workload tab. The Other Intake Workload screen appears.

  3. Enter filter criteria to find the intake you need to delete.

    You can press Ctrl+F and enter the intake ID number to quickly locate the record.

  4. Click the select link to view the details of the intake and verify that this is the record you want to delete. Click Cancel to return to the workload screen.

  5. Click the delete link in the right column.

  6. In the confirmation message click OK. The intake record is removed.

See also:

Record an intake

View the intake workload

View an intake record