How do I delete or cancel an assigned requirement on Kinatico Compliance?

If a requirement was assigned in error or is no longer needed, you can delete it from Manage Requirements, so it is removed from your assignees’ lists.


What You’ll Need

  • System Member access
  • The requirement you want to delete is already assigned to one or more people

Time Required: Approximately 2 minutes

Instructions


Step 1: Open Manage Requirements


From the main navigation, select Manage Requirements. Stay on the first tab, which lists your assigned requirements.


Step 2: Find the requirement


Use the Search bar or scroll the list to find the requirement you want to delete. Each row shows its name, ID, who it is assigned to, its due date and how many people it is assigned to. Select the requirement to open its details panel.


Step 3: Check the assignees


In the details panel, the Assignees list shows each person, their status, their department and the date it was assigned. Check this list to confirm you are deleting the correct requirement for the correct people.


Step 4: Select Delete


Select Delete at the bottom of the details panel.


Step 5: Choose a reason


In the window that opens, select a Reason from the dropdown. A reason is required before you can continue. The options are:


  • Assigned to incorrect user(s)
  • Contains incorrect information
  • Duplicate activity / sent in error
  • Activity no longer required
  • Other

Select Submit.


Step 6: Confirm the deletion


A confirmation message appears asking whether you want to delete the requirement. Read the message carefully, then select Delete to confirm, or Cancel to keep it.


  • Check Manage Requirements to confirm the requirement no longer appears
  • Assign the correct requirement if the original was sent in error

Common Questions


Can I undo a deletion?

No. Once you confirm, the action can’t be undone. If you deleted a requirement by mistake, you would need to assign it again.


Will I still be charged for a deleted requirement?

Costs may still apply for requirements that were already submitted or completed before you deleted them.


How long does it take for the requirement to disappear from a person’s device?

Deletion may take a few moments to sync across all assignee devices.


Which reason should I choose?

Choose the option that best describes why you are deleting the requirement. If none of the options fit, select Other.

Need Additional Help?


Still have questions? Contact us by selecting Get Help from the main navigation, then Email to send us a message. Alternatively, email our support team at cxsupport@kinatico.com.