Restore Deleted Activities, Reports, and Appointments

Content

  • Introduction
  • Security Permissions and Access
  • Restoring Deleted Items

Introduction

Have you ever accidentally deleted an activity, appointment, or a report for one of your cases?  No problem! You now have the ability to restore deleted items such as activities, appointments, and reports for cases!

Security Permissions and Access

To restore a deleted item, a user must first have the security permission that allows them to delete items. If you do not have this permission, please contact your agency administrator to restore the deleted item for you.

Restoring Deleted Items

All deleted items in the last 90 days will show in the Case File -> Records under “Recently Deleted”.

Click on the blue hyperlinked date and time for the item you would like to restore.

Image: Case File - Recently Deleted

You will then receive a pop-up message asking if you would like to restore the record, click “Yes”.

Image: Pop-up Message

Once you click on “Yes”, it will notify you that the file has been restored. You can either cancel out of that view or go directly to the restored file by clicking on “Take me to it”.

Image: Restored Message

New timestamps will appear letting you know of who deleted the file as well as who restored in under the History section. If a document has been deleted for more than 90 days, please contact support at support@extendedreach.com to restore the document for you.

Image: Time Stamp of Restored Document

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