Deleting a Subject

Delete a subject only when its profile should be permanently removed, such as an incorrect or duplicate record.

Before you delete

Deletion cannot be undone. It permanently removes the subject profile, stored SSN, subject attachment records, and relationships. Uploaded files remain in storage; deleting the subject is not a file-storage purge.

If finance, service, or case-attachment records reference the subject, remove or reassign those links before trying to delete it. You need Delete Subjects permission, access to the case, and a case that allows changes.

Delete a subject

Open the case, select Subjects, and open the subject you want to remove.
Select Delete. A delete action may also be available from the subject list.
Review the confirmation and verify that you selected the correct subject.
Confirm the deletion and check that the subject is no longer listed.

If deletion is blocked

Review the message for linked records, permission restrictions, or a case that is not writable. If deletion times out or cannot be confirmed, refresh the list before trying again.

Delete a relationship instead

If only the connection is incorrect, use Unlink in Linked Entities or delete the relationship from the matrix. Unlinking does not delete either subject.

Archived records: Previously archived subjects can be found with the Archived filter. Restoring an archived subject is different from recovering a permanently deleted subject.