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Deleting An Activity Record

Overview

All users with the CanDeleteActivityInstance permission

Activity Records document the services delivered to an Individual — including the staff, time, and service type involved. Occasionally a record is created in error or needs to be removed before it is signed or billed. SETWorks allows authorized staff to permanently delete an Activity Record directly from the Individual's Activity Records tab. Because deletion is irreversible and removes documentation from the service history, this action is permission-gated to prevent accidental or unauthorized removal of records.

Note: Deleting an Activity Record is permanent and cannot be undone. Only delete a record if it was created in error. If the record has already been signed or billed, coordinate with your billing team before deleting.

Before You Start

To delete an Activity Record, your SETWorks user account must have the CanDeleteActivityInstance permission. If you do not see the Delete button on a record, contact your administrator to confirm your permission level.

Steps
  1. Navigate to the Individual's Activity Records tab.
    1. From the left-side navigation menu, click Individuals and open the Individual record. Then click Activity Records in the left-side navigation menu within the Individual record.
  2. Locate the Activity Record you want to delete.
    1. Use the StartDate, End Date, and Activity filters at the top of the tab, then click Search to narrow the list. Find the record you need to remove.
  3. Click the Delete button on the Activity Record.
    1. At the bottom of the Activity Record row, click the Delete button (displayed with a trash icon).
  4. Confirm the deletion.
    1. A confirmation dialog will appear asking: "Are you sure you want to delete this activity record?" Click Confirm to permanently delete the record, or Cancel to go back without making any changes.

                  Frequently Asked Questions

                  Who can delete an Activity Record?

                  Any user with the CanDeleteActivityInstance permission can delete an Activity Record. If you do not see the Delete button on a record, contact your SETWorks administrator to review your permissions.

                  Can a deleted Activity Record be recovered?

                  No. Deletion is permanent. If a record is deleted in error, it will need to be recreated manually. Always double-check the record before confirming deletion.

                  Can I delete an Activity Record that has already been signed?

                  The Delete button is available regardless of signature status, but deleting a signed record removes it from the service documentation history. Use caution and consult your supervisor or billing team before deleting any signed record.

                  What if the Delete button is not visible on a record?

                  If you do not see the Delete button, your account likely does not have the CanDeleteActivityInstance permission. Contact your administrator to request access if appropriate.

                  Will deleting an Activity Record affect billing?

                  If the record has been included in a claim or invoice, deleting it can create billing discrepancies. Coordinate with your billing team before deleting any record that may have been submitted for payment.