Cases to be destroyed

This report shows a list of closed Cases recommended for manual deletion based on the time frame selected.

Cases to be Destroyed sample report

Fields

Cases to be Destroyed parameter section

Use the Unit and Interval fields to set the time frame for deletion recommendations. For example, if you select Year(s) option for Unit and enter 1 for the Interval you receive a list of Cases closed one year ago or earlier. Use the Number of cases to show to limit the number of Cases returned.

Selecting a large value for the Number of cases to show field may cause performance issues.
Unit

Unit of time. Available values are Day(s), Week(s), Month(s), and Year(s). Defaults to Year(s).

Interval

Desired number of days, weeks, months, or years. Defaults to 1.

Number of cases to show

Defaults to 100.

Closed

A Case is considered closed if the current Case status has a Category of Closed.

To set the Category of a Case status:

  1. Navigate to Left navigation  System Administration  Case Configuration  Case Status.

    Left navigation showing the Case Status option under the Case Configuration

  2. In the Category dropdown, select the Category.

  3. Click Save.

Case Status Configuration screen with the Open status emphasized

Case details

The following details are provided to help you decide if a Case should be deleted:

Cases to be Destroyed sample report with reference numbers

  1. The number of Cases returned by the report compared to the number of Cases matching the selected time interval. This is to identify when the results are limited by the Number of cases to show field.

  2. Name of the Case.

  3. Case status.

  4. Date of the current Case status.

  5. Suggested destroy date. This is calculated by adding the time interval determined by the Unit and Interval fields to the date of the current Case status. For example, if you select Year(s) option for Unit and enter 1 for the Interval the suggested destroy date is one year after the current Case status date.

Primary involvements

Click the plus control button next to a Case to show a list of primary involvements for the Case.

Primary involvements section example of the Cases to be Destroyed report

A Person is considered a primary involvement if their Case involvement type has a Category of Primary.

To set the Category of a Case involvement type:

  1. Navigate to Left navigation  System Administration  Case Configuration  Case Involvement Type.

    Left navigation showing the Case Involvement Type option under the Case Configuration

  2. In the Category dropdown, select the Category.

  3. Click Save.

Case Involvement Type Configuration screen with the category dropdown emphasized

Refer to Case involvements for more information about Case involvements.