This guide has been created for system administrators.
Specific role permissions may be required, including: Entitlement Setup.
Overview:
Where carryover configuration allows for manual carryover, as a system admin, you have the ability to create the carryover/transfer record via the admin panel. Creating an approved carryover/transfer record in this manner will negate the requirement for authoriser approval. If you would like to view our 'carryover configuration - overview' guide please click here.
This guide provides the steps required for an admin to delete a transfer/carryover record from your system via the admin panel.
Step by step guide:
- Navigate to: Admin tools > Admin panel.
- Go to Records > Carry-over records.
- Use the search filters at the top of the page to narrow the list of records by the user, transfer type, status, etc.
- Identify the record to be deleted and click the Red Delete button on that row.
- A confirmation prompt will appear. Click the green OK button to permanently delete the record from Edays.
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Related Guides:
Carryover Configuration - Overview | Carryover/Transfers - Adding a transfer/carryover record | Carryover/Transfers - Updating a transfer/carryover record | Carryover/Transfers - Cancelling a transfer/carryover record