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Business Portal - Delete Draft ITM Reports

Purpose Statement

The Delete Draft ITM Reports feature allows eligible Business Portal users to remove ITM (Inspection, Testing, and Maintenance) reports that remain in Draft status.

This functionality helps service providers remove duplicate, incorrect, or unnecessary drafts from their report list before those reports are submitted to the Authority Having Jurisdiction (AHJ).

Background Information

ITM reports can be created and saved as drafts while service providers complete the required report information. If a draft is created accidentally, duplicated, or no longer needed, eligible users can delete it directly from the Business Portal.

This feature applies only to reports in Draft status on the service provider side.

Important:

  • Only Draft ITM reports can be deleted using this feature.
  • Once an ITM report is submitted to the AHJ, it cannot be deleted using this workflow.
  • Deleted drafts are removed from the Business Portal user interface.
  • The provided information indicates that deletion uses a soft-delete process, with deleted information retained in the backend for audit purposes.
  • Existing requirements for creating a draft still apply, including having a location and at least one system.

Required Permissions

Users must have one of the following roles:

  • ITM Manager - Full Access
  • ITM User - Submit Reports only

Users without one of these roles will not have access to the Draft ITM report deletion functionality.

Video

Step-by-Step Guide

1. Sign In to the Business Portal

  1. Navigate to the Business Portal.
  2. Select Sign In.
  3. Sign in using your Business Portal credentials.
Log into the Business Portal by clicking on Sign In. 
 

2. Identify the Draft ITM Report

  1. Locate the ITM report you want to remove.
  2. Verify that its status is Draft.

Important: This feature applies only to drafts in the Business Portal. Once the report has been submitted to the AHJ, it cannot be deleted using this workflow.

Identify Draft Reports for Deletion.  
 

3. Locate the Actions Column

  1. Locate the Actions column on the right side of the report list.
  2. For reports in Draft status, a trash can icon appears next to the edit icon.
Locate the Actions column on the right side of the list.
 

4. Select Delete

  1. Locate the draft report you want to remove.
  2. Select the trash can icon.
Click the trash can icon for the desired draft report
 

5. Review the Confirmation

A confirmation modal appears with the following message:

"Are you sure you want to delete this draft ITM report? This action cannot be undone."

The modal provides two options:

  • Cancel
  • Delete
 

6. Confirm or Cancel the Deletion

To keep the Draft ITM report:

  1. Select Cancel.
  2. The confirmation modal closes without deleting the report.

To delete the Draft ITM report:

  1. Verify that you selected the correct report.
  2. Select Delete.
Confirm or Cancel Deletion.
 

7. Verify the Draft Was Removed

After deletion:

  1. The Draft ITM report disappears from the report list.
  2. Associated report data is removed from the Business Portal view.
Deletion Completion.
​

8. Confirm Successful Deletion

After the process completes, a success message displays:

"Draft ITM report successfully deleted."

 
 

Best Practices

  • Verify the ITM report details before selecting the trash can icon.
  • Delete duplicate or unnecessary drafts regularly to keep the report list organized.
  • Confirm that the report is still in Draft status before attempting deletion.
  • Use Cancel if you are uncertain whether the selected report should be deleted.
  • Remember that deletion cannot be undone through the Business Portal user interface.
  • Do not use this process when you intend to retain or eventually submit the Draft ITM report.

Troubleshooting & FAQs

Why don't I see the trash can icon?
First, verify that the ITM report is in Draft status. The delete option is only available for Draft reports. Also verify that you have either the ITM Manager - Full Access or ITM User - Submit Reports only role.

Can I delete an ITM report after it has been submitted to the AHJ?
No. This deletion workflow only applies to reports in Draft status within the Business Portal.

Can I undo the deletion of a Draft ITM report?
No. The deletion cannot be undone through the Business Portal user interface.

Is a deleted report completely removed from the system?
The provided information indicates that the feature uses a soft-delete process. The report is removed from the user interface while information is retained in the backend for audit purposes.

What happens to information associated with the deleted draft?
Associated report information, including the location, systems, and attachments, is removed from the Business Portal view as part of the deletion.

Will other Business Portal users continue to see a draft after it is deleted?
No. The deleted draft is removed from the report list and will no longer be available to other users through the normal Business Portal report view.

Can I delete a Draft ITM report that contains attachments?
Yes. A Draft ITM report can be deleted even when associated attachments are present.