Deleting Multiple Records – Evotix

Deleting Multiple Records using Multi Mode is a bulk deletion feature within Assure that allows a user to permanently remove multiple module records in a single operation. Multi Mode Delete is only available within the Incident module and the Procedural Audit module.

The user activates Multi Mode from the module overview page, sets the Selection type to Manual, and selects Delete from the Bulk dropdown menu. Records are selected by holding the Ctrl key and clicking each record. The user then clicks Go to initiate the deletion. A Delete Confirmation Box (a prompt asking the user to confirm the deletion, including the number of records selected) is displayed before any records are removed.

Bulk Delete of Records triggers Background Processing (a platform feature that allows time-consuming tasks to run automatically without interrupting the user's workflow). When the job starts, Assure queues the deletion and notifies the initiating user via a Toast Notification (a brief, unobtrusive popup notification appearing in the top right corner of the screen). A second Toast Notification is displayed when the job completes.

The initiating user also receives an email containing a link to a Summary Page. The Summary Page remains accessible for 30 days, after which Assure automatically deletes the information.

Deletion is permanent and cannot be reversed. As an alternative, records can be marked as Archived (a status that hides a record from standard list views without permanently removing the record from the system).

Cross-module scope: Bulk Delete applies to the Incident module and the Procedural Audit module only.

Prerequisites

An active Assure user account.
Delete Role Permission (the permission that allows a user to delete module records) granted via Role Permissions (the set of access rights defining what actions a user can perform within specified modules and Organisational Units) for the relevant module and Organisational Unit. [shesoftwar...endesk.com]

How to Delete Multiple Records Using Multi Mode

Navigate to the module overview page for the chosen module.

Select Multi Mode from the overview page toolbar.

Under Selection, choose Manual.

Select Delete from the Bulk dropdown menu.

Select multiple records by holding the Ctrl key on the keyboard and clicking each record.

Click Go from the top menu to proceed.

Note: The user cannot navigate to another page while records are selected, as doing so will remove the current selection.

Confirming the Deletion

After clicking Go, Assure displays a Delete Confirmation Box asking whether the user is sure they want to delete the records. The confirmation box includes the number of records selected.

Once the user confirms, Assure begins the deletion process and displays an alert in the top right-hand corner of the screen.

Background Processing and Notifications

The deletion process uses a queuing system, so the deletion may not happen immediately. When a background job starts, a Toast Notification appears in the top right corner of the screen, confirming the job has begun. When the job finishes, Assure displays a second Toast Notification to inform the user of its completion. If the user has logged out of Assure when the job completes, Assure sends an email confirming that the deletion process has completed. The email contains a link to a page providing more information.

Summary Page

In addition to in-app notifications, Assure sends an email to the user who initiated the background process. The email contains a link to a Summary Page (a page provided in Assure after a background process finishes, containing details about the number of records processed and failed, with references and reasons for any failures).

The Summary Page provides:

The number of records successfully processed
The number of records that failed
A detailed table listing the references for failed records alongside the reasons for failure

The Summary Page link remains accessible for 30 days from the time the background job completes. After 30 days, Assure automatically deletes the summary information.

Important Warnings

Warning: Deletion is permanent and cannot be reversed.

When a record is deleted from Assure, it is not recoverable.

Users of the software should always be careful not to delete records unless they have absolute confidence that the record is no longer required by them or any other users.

Evotix advises that Deletion Privileges (the Role Permission that allows a user to permanently delete module records) are granted only to a select number of users who have an in-depth knowledge of the software and the information it holds.

Alternative to Deletion: Archiving a Record

As an alternative to deleting records, it is possible to hide a record by marking it as Archived. An Archived record is removed from standard list views without being permanently removed from the system. This approach preserves data integrity and is the preferred option when a record is no longer actively needed but may be required for historical or reporting purposes.

AI Metadata

Product Area: Incident Management, Procedural Audit
User Role: Any Assure user with the Delete Role Permission assigned for the Incident module or Procedural Audit module; Assure Administrators managing Deletion Privileges
Tags: bulk delete, multi mode delete, delete multiple records, incident module, procedural audit module, delete confirmation box, background processing, toast notification, summary page, deletion privileges, archived, queuing system
Version/Region: All Assure versions and regions
Important synonyms: Multi Mode Delete = bulk delete = multi-mode deletion; Delete Confirmation Box = deletion confirmation prompt; Background Processing = background job = queued task; Toast Notification = in-app alert; Archived = hidden record = archive status; Deletion Privileges = delete permission = delete role permission
Suggested embedding keywords: delete multiple records Assure, bulk delete Assure incident, multi mode delete Assure, delete records procedural audit, bulk deletion background processing, Ctrl select records Assure, deletion privileges Assure, delete confirmation box Assure, toast notification delete job, summary page bulk delete, archive instead of delete Assure
Relevant modules and cross-module implications: Multi Mode Delete is available exclusively within the Incident module and the Procedural Audit module. The deletion operation triggers Background Processing, which is a platform-wide queuing mechanism shared across multiple Assure modules. The Toast Notification and Summary Page behaviour is consistent with all other background processing operations. Users must hold the Delete Role Permission for the specific module and Organisational Unit to perform bulk deletions. As an alternative across all modules, records can be marked as Archived rather than permanently deleted.

Articles in this section