How to Delete a Recent Action

Edited

Administrator users may occasionally need to remove activity that was logged against the wrong participant record. For example, if a Progress Note was mistakenly written on the incorrect participant profile and then deleted, the note content itself is removed—but a record of that action may still appear in Recent Actions, Timeline, or Handover views.

This guide explains how administrators can hard delete a Recent Action so it is no longer visible in the user interface.

Important: While the action is removed from the front-end interface, a secure audit trail is retained in the back end of the system for governance and compliance purposes.


Where Recent Actions Appear

Recent Actions may appear in:

  • Handover (Dashboard)

  • Timeline (Participant Profile)

  • Recent Actions (Dashboard)

Deleting the underlying record alone may not remove the associated log—this is why a hard delete is sometimes required.


How to Delete a Recent Action

  1. From the StoriiCare Dashboard, open the Handover feature.

  2. Use the available filters to locate the specific Recent Action you want to remove.

    • Filters may include participant, date, feature type, or staff member.

  3. Once you locate the correct entry, click the trash can icon on the right-hand side.

  4. Confirm your intention to delete the Recent Action.

Once confirmed, the action will be permanently removed from the user interface.


Important Considerations

  • This action cannot be undone from the front end

  • Use this feature only when data has been logged to the incorrect record

  • The deletion does not remove the system’s internal audit trail

  • Administrators should ensure deletions are appropriate and justified

Need More Help?

If you need further assistance, you can reach out to our support team by emailing support@storii.com. Our support team is ready to help you with any questions or issues you may have.