Disassociating a Professional from a Record via the Record Detail Portlet

You can disassociate a professional from an application or a service request as needed. Doing so removes the association to the record from the Professionals detail portlet as well.

To disassociate a Professional from a Record

  1. Navigate to the Records portlet.

    Civic Platform displays a list of records.

  2. Use Search to locate and select the record you want to work with.

    Civic Platform displays the record detail portlet.

  3. Click the Professionals tab in the Record detail portlet.

    Civic Platform lists any existing professionals already added to the record.

  4. Select the professional(s) you want to disassociate.

  5. Click Delete.

    Civic Platform updates the professional list.