How to use Batch Delete of Plans

 

This facility allows you to delete multiple plans based on your preferred parameters.

 

 

To Batch Delete of Plans, follow the steps below:

 

•From the Home page, select "View a Directory of Existing Plans"

 

 

•Click the   link, it will display the Cash Balance - Batch delete form

 

 

•In the Cash Balance - Batch Delete form shows the parameters that you are going to use to filter the plans that will be deleted.

 

 

          Sponsor - displays the list of Sponsors

 

          User - displays the list of Users

 

          Delete By - filters your plans based on Date Modified or Date Created

 

 

          Start Date - Enter the start date that you would like to filter your plans

 

          End Date - Enter the end date that you would like to filter your plans

                                         

 

•Click on the  button to retrieve your plans

 

•Click on the   button to delete the plans.  A confirmation message will be displayed to proceed with the deletion of your plans.