How do I delete history?

In Connect applications, History refers to transactions that are created when a user performs an action. For example, printing a check, closing a job, terminating an account, shutting off service are all tasks that will create a transaction. The application creates the transaction and saves it to the hard drive on your PC.

Use Delete History to delete cases or transaction history by citation type.

What happens when I delete history?

Closed cases are moved to the History table. The History table stores the case properties and the transactions that have been created for the case. At the appropriate time, run the Delete History routine to remove the related transactions. Finally, run Delete History again to delete the case entirely from the database.

Step 1: Open a case and create transactions.

Step 2: Close the case. The closed case is stored in the History table.

Step 3: Delete the transactions from the closed case.

Step 4: Delete the closed case.

Why do I need to delete history?

Over time too much history can lead to slower performance, which in turn can make it more difficult to access files. In order to maintain optimal performance, you should clear history when it has outlived its usefulness.

How do I clear history?

At the appropriate time, run Organization > Delete History. The routine uses the default settings for retaining history to prevent you from deleting new transactions.

Which transactions will this routine delete?

This routine deletes transactions from closed cases before the Delete History date.

Watch a webinar

Learn more about deleting history. [MP4]

Step 1: Back up the database

Before proceeding, back up the current files. Always make a back up of the database BEFORE running routines that modify or delete transactions.

Step 2: Delete history

Run the routine to delete history.

Do this...

1. Open Connect Court Management > Organization > Delete History.

2. Fill in the options on the form. Use the sections in this help topic to fill in each field. The fields are listed in alphabetical order.

3. Click GO (CTRL+G).

The history is deleted.

Options

Citation type

A citation type defines the summons for the related citation, for example, misdemeanor, ordinance, parking, traffic, violation. Use Citation Types to record the different types of citations, define the citation properties.

Citation type information

Use the Citation Type Information to review the number of transaction months that will be deleted, and the number of case months that will be deleted.

Close date prior to

The Close Date is the date the system will use to select transactions to delete from closed cases. Close Date Prior To will select the transactions that have a closed date that occurs before the date entered.

Delete cases

A case refers to a court case. Use Delete Cases to remove closed cases from the database.

Delete transactions

A transaction is an entry that records an exchange or transfer of goods, services, or funds. Use Delete Transactions to remove transactions from closed cases.

Print

All of the following options will process the update file. The report prints the Delete History properties and lists any processing errors.

What do you want to do with the transactions?

I want to post transactions. Select No Report as the Print option.
I want to post transactions AND print a report. Select Report as the Print option.
I want to print a report. Select Report Only as the Print option.