The DeletePro function allows for the ability to automate the deleting of records that meet specific
qualifications.
Step 1 Log into the CDP/CenTrax NEXT
The active Institution and File will display in the upper right-hand section to the left of the name of the user logged in.
Step 2 Click Data Processing
Step 3 Click DataPro
Step 4 Click DeletePro from the menu on the left hand side
Note: DeletePro items require a saved filter be applied so the filters must be created and saved within Discovery/Research before building the replace. Please refer to CNX402 Research – Filtering.pdf for procedures on how to build and save filters.
Step 5 To create a new deletion, click the green Add New button
5.1 Type a description into the Name box
5.2 Make the Select Filter selections:
- Click drop-down arrow to select the Filter Group
- Click drop-down arrow to select the Filter
5.3 Click Save to complete the DeletePro setup
The deletion will now display at the top of the window with a Process box to the left of the Name
Step 6 To run the deletion manually, place a check mark in the Process box next to the DeletePro name
6.1 Click the gray Run Now button
6.2 A pop up message will appear when it completes. To see the results of the DeletePro, click the Results menu item located on the left-hand side of the page
Step 7 To Edit a DeletePro, simply click on the Name of the DeletePro within the list
7.1 Make the desired changes
7.1 Click Save
Step 8 To Delete DeletePro, simply click on the Name of the DeletePro within the list
8.1 Click the Delete button
8.2 Click Yes in the confirmation message
Note: While the delete can be run manually here, it can also be set up to automatically processed within the Automation Manager.
Note 2: A deletion may also be created in Discovery/Research, after a filter has been activated. Within the filter bar on the left-hand side, click the symbol to set up a deletion. The deletion will then utilize the filter that is currently in place. To see the results of the deletion, return to DataPro and click the Results menu item. Since records here are only marked for deletion, they must still be purged within the File Manager.
Additionally, if records were mistakenly marked for deletion here, they can be recalled within the File Manager if needed.
Article Reference CNX606