Remove Multiple Personnel

CAUTION: This process alters data. We recommend backing up your data before proceeding.
With this process, you can delete a group of personnel.
Note: If you want to remove personnel from view but keep them in the database, you can make them inactive instead.
  1. On the Personnel tab, click All Personnel or the appropriate personnel section then Processes > Quick Delete.
  2. Select whether to use automatic updating or individual entry.
  3. If you're sharing data, select whether you want the removed records to be available in other PDS programs or to delete them permanently from your database and hard drive. Click Next.
  4. Select which personnel type to process, and click Next.
    Note: To remove the record from all sections, select All Personnel. If you select a type other than All Personnel, the record is only removed from that type. For example, if you select Catechist, and the person you want to delete is both a catechist and volunteer, they are only removed from the Catechist section. Their Volunteer record is kept in your data.
  5. If you selected automatic updating: Make selections to build your list of records to process, then click Next.
  6. If you selected individual entry: Select an individual, and click Add <Personnel Type> to List. Repeat this for each record you want to process. When you're finished, click Next.
  7. Review your list. When you're ready to delete the selected records, click Next.
  8. To remove the records, click Finish.