Cleaning up your trial account

Need to wipe your data after doing tests in your trial account? There are a handful of things you'll need to do to purge the data you've collected so far.

*Please note that steps 1 and 2 must be completed before steps 3 and/or 4 and/or 5. A questionnaire or review cycle cannot be deleted while a survey/appraisal associated with it still exists, regardless of whether the deadline has passed or not. A user cannot be permanently deleted from the system if there are any surveys/appraisals launched on them or if they are a participant submitting feedback on another employee. 

1. Delete any 360 surveys that you have already launched

If you have any pilot surveys that you've launched and would like them deleted, click on 360 Surveys. Find the user whose survey you would like to delete and click 'Edit' next to their name. You will see all of the survey launch details on that page. To delete the survey, scroll to the bottom and press the 'Delete' button and 'Yes' to confirm.

If you only want to delete a user, you can delete the specific user as a participant of the 360 survey by clicking on the garbage can icon next to their name in the participant list and then click 'Yes' to confirm.

2. Delete any appraisals that you have already launched

If you have any pilot appraisals that you've launched and would like them deleted, click on Appraisals. Find the user whose survey you would like to delete and click 'Edit' next to their name. You will see all of the appraisal launch details on that page. To delete the appraisal, scroll to the bottom and press the 'Delete' button.

3. Delete any unwanted questionnaires

A questionnaire can only be deleted after all surveys/appraisals associated with it have been deleted. To delete a questionnaire click on the 'gear' button and select 'Questionnaires'. Then click on the trash can to the right of the questionnaire you would like to delete from your list. If the trash can next to the questionnaire name is greyed out, this means there is still an active survey/appraisal associated with it. Follow steps 1 and/or 2 above to delete them and then return to the Questionnaire page to delete the questionnaire.

4. Delete any review cycles

A review cycle can only be deleted after all surveys/appraisals associated with it have been deleted. To delete a review cycle click on the 'gear' button and select 'Manage Account' and then 'Review Cycles'. Then click on the trash can to the right of the review cycle you would like to delete from your list. If the trash can next to the review cycle is greyed out, this means there is still an active survey/appraisal associated with it. Follow steps 1 and/or 2 above to delete them and then return to the Review Cycles page to delete the review cycle.

5. Permanently delete any unwanted users

Primalogik has two options when deleting users. Choosing deactivate will render the account inactive. Any surveys launched on this user will still remain visible in the system if there are any surveys associated with them. If the users you wish to delete were fake or are no longer part of your organization, you may want to use the permanently delete option. Go to your users list by clicking on the 'gear' button and select 'Users'. Find the account you wish to get rid of and press delete all the way to the right of the person's name. Select Permanently delete then type in 'delete' anc click 'Confirm'.

If you receive any warning messages such as illustrated below, that means the user is still tied to surveys/appriasals; either as a target reviewee or as a participant in someone else's survey. Go back to the Appraisals and 360s pages to find any surveys/appraisals they are associated with. Be sure to check all review cycles. You may also receive a warning message if the user has any goals, journal notes, etc. stored on them. Make sure any and all data associated with them have been deleted and then the system will allow you to permanently delete them. This is a safeguard to make sure no important data is lost.