Add interactions to a recycle bin

You can queue the deletion of interactions in Risk Management by adding them to a recycle bin. Once added, each interaction starts to count down based on the days until deletion defined for the recycle bin. Interactions in a recycle bin remain visible in search results and other cases. When the days until deletion expire for each interaction, the system automatically deletes the interaction.

If an interaction belongs to a legal hold case and a recycle bin, the interaction cannot be deleted. If you assign the same interaction to two or more recycle bins, the system deletes the interaction based on the earliest days until deletion period that expires.

Before you begin 

Search for interactions with parameters that return results.

Procedure 

  1. Select one or more interactions in the search results.

  2. From the toolbar above the list, click delete interaction Recycle bin icon.

  3. From the dialog box shown, select an existing recycle bin from the list provided.

    The dialog box identifies the days until deletion for the currently selected recycle bin.

  4. To complete the deletion, click Delete. The days until deletion defined for the recycle bin starts to countdown for the interaction or interactions that you selected in step 1.

Add a case or a recycle bin

Access a case or recycle bin

Change the days until deletion for a recycle bin

Access a case or recycle bin

Creating and managing cases

Delete a case or a recycle bin

Recycle bins