Troubleshooting Deleting an Incorrect Status

Issue:

You are unable to delete an incorrect status from the Status History in your environment, and there is no delete option available.

Key points:

If you are unable to delete an incorrect status from the Status History and there is no delete option available, it is likely due to the restrictions on certain statuses. Specifically, Waiting List, Active, and Pending statuses cannot be deleted.

Solution:

1. Check status type

• Ensure that the status you are trying to delete is not one of the restricted types, such as Waiting List, Active, or Pending.

2. Edit status

• If the status is editable, you can click on Edit to modify the details. Note that the Status field itself remains uneditable.

3. Add a new status

• If you cannot delete the incorrect status, you can add a new status with the correct details to override the incorrect one.

4. Manually update status

• Remember to manually update the status of the client’s services if needed, as service statuses do not automatically follow client status changes.

Note:

Ensure to test these steps in a staging environment before applying changes to your live environment to avoid unintended data loss.