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Deleting Files

Background

Users may discover instances where a file was uploaded to a client's HMIS record in error. Once identified, users should reach out to their Agency Administrators to have the erroneous file deleted. Only Agency Administrators have the access permission to delete files. 

 

Deleting Files Example GIF

 

 

Deleting Files

Step 1: Navigate to the client's client profile

 

Step 2: Navigate to the client's files tab

 

Step 3: Locate the erroneous file that should be deleted, and select the file

 

Step 4: In the pop-up page, select the show more actions button

 

Step 5: Select the delete button

 

Step 6: Confirm deletion

 

Deleting CES Files

Agency Administrators with CES access also have the ability to delete files under the County of Orange's agency to assist the CES Lead/Admin Teams with maintaining up-to-date CES documentation. To delete files under the County of Orange's agency, Agency Administrators will need to switch their agency access to the County of Orange and then follow the process outlined above to delete erroneous CES files. 

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