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Delete an authorization

There are two ways to delete authorizations in the Equus Platform. Deleting Individual Authorizations Deleting Authorizations by Batch Deleting Individual Authorizations Authorizations can be delete

Updated over 2 weeks ago

There are two ways to delete authorizations in the Equus Platform.

Deleting Individual Authorizations

Authorizations can be deleted if the user's role in the role maintenance screen has the delete rights to the Authorization Details screen.

Authorization Details Security Rights

Navigate over to the Authorization screen in the company level, and locate the authorization which will be deleted.

Click the

apro_pencil.png

icon of the corresponding authorization.

Company Level Authorization Screen

Click

Delete_Button.png

to delete the authorization. This button will appear in the bottom right corner of all tabs of the authorization.

Authorization Wizard Delete Button

The following modal will appear on the screen to confirm the deletion of the authorization record. Click

OK_Button.png

to proceed.

Authorization Delete Prompt

The following prompt will be shown on the screen after the authorization has been successfully deleted.

Authorization Deleted Successfully Prompt

Deleting Authorizations by Batch

Authorizations can also be deleted by batch if the user's role in the role maintenance screen has the delete rights to the Authorization - Delete After Date screen section.

Authorization Delete After Date Section Rights

A new authorization deletion batch can be created by navigating over to the Assignment Deletion Batches screen.

Click on

Plus_Icon.png

to create a new batch.

Assignment Deletion Batches Screen

Enter a Name, and a Up To and Including Date for the authorization deletion batch.

Click

Save___Fill_Batch_Button.png

to view authorizations that are going to be included in the batch.

Authorization Batch Details Screen

Individual authorizations will be included in the batch if they meet the following requirements:

  • There are no existing Assignment records connected to the authorization

  • The date specified in the "Delete After Date" field in the authorization wizard is the same as or precedes the date specified in the batch

The individual authorizations that meet the requirement will be listed down under the Authorizations Without Assignment Details section.

Click

Process_Batch_Button.png

to process the Authorization Deletion Batch.

Authorizations Without Assignment Details Section

Once the batch has been processed successfully, the included authorizations will have a status of Completed under the Authorization Batch Results section.

Authorization Deletion Complete Status
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