Deleting Items from the Form

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If an item is no longer needed or was added by mistake, you can remove the item from the evaluation form. Deleting an item helps keep the form accurate and relevant to your evaluation process.

To delete an item from an evaluation form:

  1. On the QA Scorecards page, click the Edit icon next to the evaluation form from which you want to delete an item.

  2. Click Remove Item.

  3. Click an item which you wish to delete.

    The item is deleted.

  4. Click Save and Exit to save the changes.

  5. In the Save dialog, update any details if required (such as form name, passing percentage, description, or Archive settings), and then click Save.

    The form saved successfully message is displayed.

To create a copy of the form under a new name, click Save As.