Progress Reports - Deleting Progress Reports

This article helps users delete progress reports.

Progress reports can be deleted if no longer needed. They can be individually deleted from the student profile>Program Summary>Special Ed or the Dashboard. There is no way to delete multiple reports.

NOTE: Pending Progress Reports created by Phoenix should only be deleted after the Due Date. If they are deleted before the Due Date, the system will recreate them overnight. Once the Due Date has passed the reports can be deleted and will not be recreated. Reports created by the user can be deleted at anytime and will not be recreated.

Deleting Reports from Program Summary>Special Ed

  1. Open the student's profile.

  2. Select Program Summary>Special Ed.

  3. Scroll or use the airplane icon to ‘fly’ to the Progress Reports section.

  4. Click the Due Date for the report(s) you wish to delete.

    1. Reports can be deleted from either the Pending or Complete panels.

    2. Reminder: Reports on the Pending panel should be deleted after the Due Date, or they will be recreated overnight.

  5. The list of reports is displayed.

  6. Select the delete icon for each report you wish to delete.

  7. The Confirmation window opens. On the Confirmation window, click Yes.

  8. The report is deleted.

  9. To delete additional reports for the same student, repeat steps 6 and 7.


Deleting Reports from the Dashboard

  1. Log into Phoenix or click the Phoenix logo to open the Dashboard.

  2. Select the Case Manager filter.

  3. Select the link for the reports you wish to delete on the Progress Reports chart.

  4. Click the Due Date to display the list of reports due on that date.

    1. Reminder: Reports should be deleted after the Due Date, or they will be recreated overnight.

  5. The list of reports is displayed.

  6. Select the delete icon for each report you wish to delete.

  7. The Confirmation window opens. On the Confirmation window, click “Yes”.

  8. The report is deleted.

  9. To delete additional reports, repeat steps 3-7.

The number of reports due on the compliance chart does not immediately update when the report is deleted. It updates when you refresh your screen, log out, or open a different program section, then return to the Dashboard.