Editing and Deleting Updates

Use editing to correct or complete an update. Use deletion only when the entire entry should be removed.

Edit an update

Open the case Updates list and locate the entry.
Select its edit action.
Review and change the title, type, narrative, related task or event, timeline, and attachment links as needed.
Select Update and review the saved record.

Delete an update

Locate the entry and select Delete.
Review the confirmation and verify the title.
Select Delete update only if the record should be permanently removed.

Deletion is permanent. Linked time and expense entries remain and lose their update link. A linked legacy finance record may prevent deletion. Deleting the narrative is not a way to remove billed work or adjust an invoice.

Why an action is unavailable

Your role may allow editing or deleting only your own updates, all visible updates, or neither. You also need access to the update and a case status that permits changes. Closed or read-only cases can block these actions.

Remove only an attachment link

If the narrative is correct but a file was linked by mistake, unlink that attachment instead of deleting the whole update.