Removing a data block from a summary sheet

Data blocks can be removed from a summary sheet as needed. When you remove a data block it no longer appears on the summary sheet but is not deleted from the system and can be used again.

Note: you must log in as an Administrator to customize or edit a summary sheet.

Follow these steps:

  1. Log in as an Administrator.
  2. Go to ADMINISTRATION and select PRACTICE AREAS.
  3. Select the practice area to edit.
  4. When the window appears navigate to the data block you want to delete.
  5. Select the data block by clicking on it's heading.
  6. In the left-hand panel click on REMOVE, and then confirm you want to delete it.
  7. Click on the Save icon at the bottom right of the window.

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