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Info

After deleting the user, if the cases are still appearing in the case list on your mobile device, sync with server in order to remove them. If this doesn't work, you can try resetting the user's data (Clear User Data).

Warnings

  • If you just want to make sure that your users' case lists are clear you can Reassign Cases. However, forms are always associated with the user that submitted them, so if you reassign a case from User 1 to User 2 and then delete User 2, the case will no longer show up in any case list, but the forms will still show up when you search from User 1's submit history.

  • When you move cases to a new user, you are ONLY moving the "case"– not the individual form submissions.  It is strongly recommended that you NOT delete any "old" users if you want to be able to do any sort of data analysis.  Individual form submissions will always remain linked to the user that submitted them–even if that user is no longer active.  If you want to hide an old user's data you can "deactivate" the worker under the "settings & users" section of CommCareHQ.
  • It is not possible to directly delete a form.

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GoalApproach 1 (warnings)Approach 2 (warnings)
Get rid of cases

Archive all of the forms that created the cases

(other form data associated with the cases will still be accessible)

Reassign the cases to another a different user and then delete that user

(it is not possible to reassign submitted forms)

Get rid of forms

Archive the forms

(forms will still show up in Saved Daily Exports)

Delete the user that submitted the form

(you cannot undo this action; all data submitted by the user will be permanently deleted)

Get rid of users

Delete the users

(you cannot undo this action; all data submitted by the user will be permanently deleted)

Deactivate the users

(this is useful if you want to temporarily hide them from worker monitoring reports, but will not hide any data associated with the users)