Deleting a Case

Case deletion is permanent and cannot be undone. Use a completion, cancellation, or closed status when you need to retain the case history.

Before deleting

Confirm the case number and instance, review your organization's retention requirements, and preserve any records you are required to keep. Check related or reopened cases and downstream financial records.

Delete the case

  1. Open the intended case.
  2. Open its actions menu and select Delete Case. The Cases list also offers this action to authorized users.
  3. Wait for the linked-case check to finish.
  4. Read the Permanently Delete Case confirmation and its consequences.
  5. Only if removal is intended, select Permanently Delete.
  6. Confirm the result in the refreshed case list.

Case subjects, updates, activities, budgets, reports, and attachment records are deleted. Linked intake requests remain and show that their case was deleted. Separate invoices, time entries, and expense entries remain, with their case link removed.

If deletion is blocked or uncertain

Related or reopened cases can block deletion. Review the displayed message with an authorized administrator before removing additional records. Missing Delete Cases permission or inaccessible records can also prevent deletion.

If CaseWyze cannot confirm deletion, refresh the list to check the current state before trying again. Do not assume a connection error means nothing was deleted.

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