Delete and restore cases

Need to delete a case or restore one that was accidentally deleted? This article's for you!

    Don't see this feature? Check your Roles settings or contact your Passare Admin to get it turned on.

    Deleting cases

    To delete a case, select the Case options icon next to a case on the case listing page. 

    Then select the Trash can icon.

    Case options gear trash can screenshot

    A box will pop up asking Are you sure?

    Select OK.

    Your case is deleted.

    Restoring cases

    If you'd like to restore a case you've deleted, select Filter Cases on the case listing page.

    Check the Show Deleted Cases Only checkbox.

    Select Refresh This Tab or Show In A New Tab, depending on your preference.

    Show deleted cases only check box screenshot

    You'll see the deleted case(s).

    Select the Case options iconnext to the case you'd like to restore. 

    Then select Restore Case .

    restore case icon screenshot

    Your case is restored.

    Commonly asked questions:

    How do you Delete a Case Started in the Passare Mobile App?

    If the case was started in the Passare Mobile App and includes Personal Items, those items will need to be deleted before the case can be deleted. 

    To delete the items, find the case in the mobile app. Select the T-shirt icon and Swipe Left to delete.

    If the case was started in the Passare Mobile App and it includes Personal Items that have been signed for, email support@passare.com with written consent that the signatures can be deleted as this data cannot be transferred to another case or recovered.

    Once all of the Personal Items are deleted you can sign in to Passare and delete the case.

     

    Need more information?:

     

    Need help? Email us at support@passare.com or call 1-800-692-5111.