Deleting an Appraisal
How to delete an appraisal and what happens to related data.
Sometimes a case gets entered twice. Sometimes you spin up a test appraisal while you are learning the system. Sometimes a carrier yanks an assignment back before you do any work. In those situations you want the record gone so it does not clutter your active list or pollute your stats.
Deletion is permanent and it removes everything attached to the case, so it is not the right tool for closed work. For real cases that wrapped up, mark them Complete instead. Deletion is for cases that should never have existed in your data in the first place.
Only owners can delete. Staff cannot. That guardrail exists because a wrong-click here erases time entries, documents, and history with no undo.
Permanent Action
Who Can Delete
Only account owners can delete appraisals. Staff members do not have delete permissions.
What Gets Deleted
- The appraisal record itself
- All time entries and expenses
- All award items
- Generated documents and attachments
- Notes and activity history
How to Delete
Open the appraisal
Navigate to the appraisal detail page.
Click the menu
Find the three-dot menu in the top-right corner.
Select Delete
Confirm when prompted.
Alternative: Mark Complete