Delete Attachment Notes on the Roster

In application version 6.7, Attachments were simplified with the addition of Inline Attachments. This task includes two ways to remove attachments, inline method and the backwards compatible method.

To delete an attachment in application version 6.7:

  1. Go to the Roster and locate the attachment to be deleted.
  2. Click the paper clip located on the far right to open the inline attachment popup.
  3. Locate the attachment you want to delete. When ready (there is no confirmation or undo) - click Remove. Remove is the red circle with a minus sign to the right of the note.
  4. Click the X on the top right to close out.

Delete Attachment (Backwards Compatible)

To delete an attachment in any application version prior to 6.7, do the following:

  1. Go to the Roster and click the attachment on the Roster to show the Attachment link.
  2. Click Attachment to open the Attachment page for the target attachment record. This means, if the attachment was placed at the Agency level, click the target attachment at the Agency level.
  3. The Attachment note and delete button show in the Attachment page.

    Review the from and through dates and areas affected by this attachment before you delete, you cannot undo delete.

  4. When ready, click the delete button to remove the attachment.