Data Deletion Tool

Note – this is only available to users with permission set to delete matters

 

Sometimes it may be necessary to delete matters from Redbrick.  This can be done using the Data Deletion Tool.

 

Permissions

There is a permission setting within Options -> Users and Groups -> Groups.  If you Edit a group you will see a Permission setting for “Can Delete Matters”.  Ensure this box is ticked for any group where you want all members to be able to Delete Matters (if in doubt a new group could be created and then only certain users allocated to this group to be able to delete matters)

 

 

Accessing the Data Deletion Tool

This can be done in two ways:

1.      Go to File -> Data Deletion and select Data Deletion Tool

       

 2.      By using the Delete button on the Find screen - highlight the case(s) you want to delete and click the delete button. 

How Does It Work?

The below window will open and you will need to follow a set of steps in order to delete your data:

  

 

 

Step 1 – enter the Password and click Submit

(please contact the Redbrick Support Team who will be able to provide you with your password)

 

Step 2 – Backup Database – clicking the Create Backup button should create a backup for you in your default backups directory (without a backup the system will never let you delete a case, therefore if the backup fails please contact Redbrick Support)

 

Step 3 – Choose the type of data deletion ‘job’ you need: (Specific Jobs will already be selected if you have first selected matters from the find screen)

 

·     Date – a date up to which you want your data to be deleted

·     Rejected Jobs – any jobs previously rejected from the data deletion

·     Specific Jobs – by clicking on Select Jobs a window will open listing all matters in Redbrick. You can use [Shift + Click] or [Ctrl + Click] to highlight multiple matters for  deletion. Then click Select.

Click on ‘See All’ to view all matters that have been selected. The Export button at the bottom right of this window will allow you to export the list of selected matters as an Excel file.

Once you have selected your matters click “Continue”.  This will prompt you to confirm if you want to delete the matter(s) – only when you click ‘Yes’ will Step 4 be enabled: 

 

 

 

Step 4 – Delete Data – it is advised to tick both boxes as this will delete the matter(s) and associated records. Then click the “Start Deletion” button

 

 

You will get a second prompt to confirm before you can delete:

  

  

Once the deletion has been completed you will see a message to confirm the deletion has completed: 

 

 

 

After clicking on OK you will then be shown a Rejected Record Summary: 

 

 Both the matter(s) and the associated documents will be deleted.

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