Deleting a Companion Group

Companion Groups with or without case members can only be deleted from the Companion Groups Directory.

• Deleting a Companion Group
• Deleting Case Members

Deleting a Companion Group

To delete a Companion Group,

1. With the Groups Pane displayed, select a Group Name from the list of Companion Groups.

2. Click the Delete button on the Directory ribbon. If the selected group does not have any case members, the following warning message will display.

• Click the Yes button to delete the selected group. The group will no longer display as an available Companion Group anywhere in Needles, OR
• Click the No button to cancel the delete process.

3. If the selected group has one or more case members and the Delete button on the Directory ribbon is clicked, the following warning message will display.

• Click the Yes button to delete the selected group. The group will no longer display as an available Companion Group anywhere in Needles, OR
• Click the No button to cancel the delete process.

4. Click the Save button to keep your changes.

Deleting Case Members

One or more case members can be removed from a single Companion Group in both the Companion Groups Directory and on a Companion Cases tab in a Case Folder.

To remove case members from a Companion Group,

2. Click to select one or more case members in the Group Members Pane for the selected Companion Group.

Use CTRL + CLICK to select multiple rows.

3. Click the Delete icon located above the upper right corner of the Group Members grid. If other case members exist, the Delete Case(s) warning message will display.

• Click the Yes button to remove the selected cases from the Companion Group, OR
• Click the No button to cancel the delete process.

4. If all cases members are selected and the Delete icon is clicked, a message will prompt to also delete the Companion Group since a group cannot be saved without at least one member.  

• Click the Yes button to disassociate the selected cases and delete the selected Companion Group, OR
• Click the No button to cancel the delete process.

5. If the last case member in a group is selected and the Delete icon is clicked, a message will display notifying that when the last remaining member is disassociated, the group will also be deleted.

• Click the Yes button to disassociate the case and delete the selected Companion Group, OR
• Click the No button to cancel the delete process.

6. Click the Save button to keep your changes.

The Companion Group will no longer be listed on the Companion Cases tab for the removed case member(s).