How to Remove a Requirement from an Individual's Profile

 You must have Individual Requirements + View Detail + Delete permissions to remove requirements from profiles.

  1. On the Home page, click the Individuals tile to open the Individuals page.
  2. The page opens in grid view. To view the page in card view, click this button in the toolbar: .
  3. Find the individual whose record you want to remove the requirement from. If your list is long, use the search features to find the person you are looking for.
  4. Click an individual's name link to open their record.
  5. To remove a requirement, complete the following:
    1. Scroll down to the Requirements section.
    2. Select the requirement you want to remove.
    3. Click 

      You are prompted to confirm the deletion.
    4. Click  to remove the requirement from the individual's profile.

The system displays a message to let you know that the requirement was deleted.

 
Related Topics

 


© January 31, 2024 Safe Environment Program v2.31. ParishSOFT LLC, all rights reserved. ParishSOFT grants licensed users the right to unlimited duplication of this publication for internal use only.