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In most cases if a schedule has been created from a recurrence master and the single event should not or did not take place you should cancel the single event instead of deleting it. If you delete a single event created from a Recurrence Master and a change is made to the Master Recurrence, the Master Recurrence may recreate the schedule. |
To Delete a single event (single schedule):
Option 1 - From the Client Calendar or Caregiver Calendar:
- Open the Client or Caregiver Calendar. Select the record of the person for whom you want to delete a single schedule to display their calendar.
- Move the cursor to the schedule you want to edit. Right click your mouse and select Delete.
OR
Option 2 - From the Daily Schedules Schedule Review Module:
- Open the Daily Schedules Schedule Review Module. Select the appropriate date range and select the person for whom you want to delete a schedule. Click View Data to load the main grid.
- Select a schedule in the grid and click on the Delete tool on the toolbar.
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If a schedule is deleted but NOT cancelled, a prompt will ask if you wish to create a documented event. (You may want to create a documented event to record why you are deleting the schedule.) Select the appropriate option.
If you select Yes, the Documented Event screen will open pre-populated with information for the schedule being deleted; make any necessary changes to the Documented Event. Click Save to complete.
To Delete Recurrence/Recurrence Master (and all schedules created from the recurrence)
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:
- Open the Client or Caregiver Calendar. Select the person for whom you want to delete a recurring schedule to display their calendar. Move the cursor to a schedule created from the Recurrence you want to delete. Click on the schedule to select it.
- Click on the File Menu in the upper left of the calendar.
- Click Delete Recurrence.
- A message will ask if you want to delete this one item. Click Yes.
OR
Option 2 - From the Client or Caregiver Module:
- Open the Client or Caregiver ModuleRelationships Management Module and click on the Client or Caregiver tab. Select the record of the person for whom you want to edit a recurring schedule.
- Click on the Recurring Schedules tool Events tool under the Scheduling drop down in the ribbon at the top of the screen.
Select the Recurring Schedule you want to delete. - Click on the Delete tool in the Recurring SchedulesEvents toolbar.
- You will be prompted to confirm you want to delete. Click Yes.
THEN. . .
If either option is used:
Another message will display advising the schedule is a recurring schedule and ask you to confirm that you also want to remove all of the open occurrences/schedules tied to the Recurrence. In most cases you will want to click Yes.
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If you select Yes, the Documented Event screen opens containing pre-populated information for the recurring schedule you are deleting. Make any necessary changes to the Documented Event. Click Save to complete.