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Deleting 1-on-1 Meetings in Plumm

Summary

 To delete a 1-on-1 meeting in Plumm, ensure you are logged in as a Super Admin or Admin with a valid account. You can delete 1-on-1 meetings that are marked with a "Completed" or "Cancelled" status.


Before you begin

Before deleting a 1-on-1 meeting in Plumm, ensure you meet the following requirements:
Valid Account and Permissions:
  • You must be logged in with a Super Admin or Admin role in Plumm.
  • Ensure your account has the appropriate access rights to delete 1-on-1 meetings.
Completed or Cancelled Status:
  • You can only delete meetings that are marked with a "Completed" or "Cancelled" status.
  • Meetings that are in progress or pending cannot be deleted.
Accessing the Dashboard:
  • You need access to the 1-on-1 meetings section on your dashboard.
  • Ensure the section is visible in your interface.

Steps to Delete a 1-on-1 Meeting

    1. Navigate to the 1-on-1 Meetings Dashboard:
    2. Go to the 1-on-1 meetings section on your dashboard.
    3. Locate the Desired 1-on-1:
    4. Find the 1-on-1 meeting you wish to delete.
    5. Click on the Three Dots:
    6. Next to the 1-on-1 meeting with a "Completed" or "Cancelled" status, click on the three dots.
    7. Delete Option:
    8. The "Delete" option is only visible for meetings with a "Completed" or "Cancelled" status.
    9. After clicking the three dots, select Delete.
    10. Confirmation Popup:
    11. A confirmation popup will appear asking, "Are you sure you want to delete this?"
      • Click Delete to remove the 1-on-1 meeting.
      • Click Cancel if you wish to keep the meeting.
    12. Meeting Removal:
    13. After clicking Delete, the 1-on-1 meeting will be permanently removed from the 1-on-1 meetings page.

    Frequently Asked Questions (FAQ)

    1. Who can delete a 1-on-1 meeting in Plumm?

     Only Super Admins and Admins with valid accounts have permission to delete 1-on-1 meetings.

    2. Can I delete a meeting that is in progress or pending?

     No, the delete option is only available for meetings that have a "Completed" or "Cancelled" status.

    3. What happens if I accidentally delete a meeting?

     Once a meeting is deleted, it cannot be undone. Ensure that the meeting is no longer needed before confirming deletion.
     

    4. What should I do if I cannot see the "Delete" option?

     Make sure the meeting is marked as "Completed" or "Cancelled". The delete option will not be available for meetings in progress or pending.
     
     

    5. Will the meeting be permanently removed from all records?

     Yes, once deleted, the meeting will be permanently removed from the 1-on-1 meetings page and will not be recoverable.