Deleting a Workfile

Workfiles can be deleted from your system provided they do not contain a locked estimate or supplement. When a workfile is deleted, tasks that are associated with the workfile are also deleted. Workfiles which can be deleted include workfile copies, assignments that do not have a locked estimate, and EMS estimates that have been imported. The Delete function is available for these workfiles by selecting the Action option from the workfile mini-toolbar.

This feature requires that the security permission Workfiles - Delete workfiles (permanently remove from system) is enabled for your user role.

The following list are workfile types that cannot be deleted:

• Closed workfiles
• Assignment workfiles that have a locked estimate and have been communicated to the insurance company
• Workfiles that have a locked estimate or supplement unless the workfile was manually created
• Workfiles already communicated to an insurance company
• Workfiles that have a total loss valuation request

To delete a workfile

1. Click View > Workfiles from the menu bar. The Workfiles screen opens.
2. Select New under Open Opportunities in the Workfiles panel (Repair Workflow Users).
   
   - or -
   
   Select All under Open Workfiles in the Workfiles panel (Estimating Users).
3. Click on the workfile, and then select Action > Delete from the mini-toolbar. The message Permanently delete the selected item for [Owner Name] and all related tasks? appears. This option will not be available for certain types of workfiles. See the list above.
4. Click Yes.