Deleting a Contacts Log Record

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To delete a contacts log record, complete the following steps from the AWARDS Home screen:

    1. Click the Program drop-down arrow in the upper-right corner of the page and select the program associated with the client for whom a contacts log record is to be deleted.
    2. Click Charts from the left-hand menu, and then click Services - Individual.  The Individual Services fly-out menu is displayed.
    3. Click Contacts Log.  The Contacts Log Data Entry page is displayed.

    1. Click the Client drop-down arrow and select the client for whom the contacts log record is to be deleted.

  TIP: If the contact to be deleted is for a former (discharged) client, first click the Roster Archives checkbox.

    1. If you have the "Surrogate Data Entry - Contacts Log" permission you will also see a Worker selection list on this page, with yourself selected by default.  If you will be deleting a contacts log records entered by another user, select that user from the worker list at this time.
    2. Click CONTINUE.  The Individual Contacts Log Editing Index page is displayed. 

This page contains a list of all existing contacts log records for the selected consumer that have dates within the editing window date range shown at the top of the page. 

  NOTE: The Note Attached column on this page displays "Yes" for contacts log records in the index that have corresponding progress notes.  Otherwise, this column displays "No."

    1. Click the Selected radio button next to the record to be deleted.

  NOTE: A solid bullet next to a record indicates that it has been locked and cannot be opened for deleting.  If necessary, this type of record can be unlocked by users with the "Unlock Contact Log" permission, at which point it can be selected for deletion as needed.  (For more information, please refer to the Contacts Log Frequently Asked Questions.)

  NOTE: A lock and key icon next to a record indicates that the progress note associated with that contact has been electronically signed, preventing further edits.  Such records cannot be unlocked and cannot be selected for deletion.

    1. Click CONTINUE.  The Contacts Log Settings page is displayed.
    2. De-select the Check Here to Add/Edit Progress Note option and click DELETE.  The Confirm Delete? page is displayed. 
    3. Click DELETE.  The contacts log record AND corresponding progress note (if applicable) are deleted, and the updated Individual Contacts Log Editing Index page is displayed. 

The process of deleting a contacts log record is now complete.