Deleting and restoring reports

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By default, the option to delete and restore reports will only be available to managers on your subscription, however you can also allow other staff users to do this by setting your staff user permissions for reports.

In order to delete a report or restore any previously deleted reports you will first need to log on to the browser version of Tapestry and click the 'Reports' tab at the top of the screen.

 

 

We'll start by looking at how you can delete a report. To skip to the section on restoring reports, click here.

 

Deleting a report

You can delete a report by clicking the cog icon (1) to the right of its title and selecting 'Delete' (2) from the drop-down menu.

 

 

You can also find the same options while accessing a report.

 

 

It is worth noting that you can't delete a locked report, so this will need to be unlocked before it is deleted.

 

 

Once you select to delete a report this will no longer be visible to relatives or any staff members who do not have permission to restore or delete reports.

You will see that the status of the report has changed to 'Awaiting Deletion'.

 

 

Restoring a report

A report will be in the 'Awaiting Deletion' state for 90 days after you choose to delete it, within which time you will have the option to restore it. After this it will be permanently deleted.

To restore a report, you will just need to click on the cog icon and select 'Restore To Draft'.

 

 

Any deleted report will be restored as a draft before it can be published again, even if the report was published before it was deleted, so you will need to remember to republish this if you would like it to be visible to relatives.

 

 

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