How do I delete a record?

Within the Screening solution, you can delete a record by creating a 'deletion request'

Manual deletion

In order to delete an individual record, you must first delete all data attributed to the profile. For the flagged / discounted matches, you can enter the match, scroll to the bottom, and select 'delete flagged match'

If there are any outstanding potential matches, you should also delete these. You can do this by selecting 'delete potential matches'. 

Once all data attributed to the record has been deleted, you can delete the record by selecting 'delete' within the customer details:

Once confirming, the record will be deleted.

Bulk deletion

Access the Data Management Screen: Log in to your account and navigate to the Data 
Management Screen found under ‘Settings’ → ‘Data Management’. 

From this landing page, you can apply multiple filtering options to narrow down your search 
and find the specific data you want to delete. Filters include the following options: 

Once you've applied your filters and identified the data you wish to delete, you can select 
individual items or select multiple items simultaneously via the tick box functionality

Once all the data has been selected – you can click either:
1) "Create New Deletion Request" button to initiate a new deletion process. This will 
generate a request for data deletion.
2) Add to Existing Request (Optional): If there is already a pending deletion request you 
can choose to add the new items to that request. This streamlines the approval 
process by consolidating multiple deletion requests into one.
Creating a new deletion request pulls up the following menu: 

Please note that your deletion request must be approved by an admin user, or by another 
admin user if the user who requested the approval is also an admin. The admin approver will 
then review the request and decide whether to approve or reject it.
To monitor the progress of your deletion requests you can go to the ‘Show Data Deletion 
Requests’ page.