How to Delete a Completed Form

When using Site App Pro, completed forms are automatically stored on the Reports page. If an error occurs, the wrong form is submitted, or a form is completed for training, users with the Admin role can permanently delete these entries.

How to Delete a Form

1. Log in to the Admin Console (computer side).
2. Find the form you want to delete. You can find this in the Activity Stream on the Dashboard or in the Reports > Completed Forms page.
3. Open the form's details by clicking on the form itself or the Eye icon next to it.
4. If you are an Admin, you will see a bin (trash) icon in the top-right corner of the pop-up window. Click the bin icon.
5. A confirmation window will appear. Because deleting a form is permanent and cannot be reversed, you must type the word delete to confirm.
6. Once you have typed "delete," click the Delete Forever button.

Important: What Happens When You Delete a Form

Deleting a form is a permanent action. Before you delete, please be aware of the following consequences:

• It does not revert updated dates: If a completed form updated a date field, deleting the form will not remove the updated date.
• Example: A staff induction form is completed, which updates the staff member's induction date on their record. If you delete the form, the induction date will remain on the staff record. This also applies to equipment maintenance dates.
• Dashboard statistics may remain: The Dashboard statistics are often generated when the form is first completed. Deleting the form may not remove it from historical dashboard counts.