Removing a Retention Record will make the case open and active in CaseWorks.
To remove a Retention Record, navigate to the Case File page by entering the client’s identifying information in the All Purpose Navigation, selecting them from the list, changing the drop-down to Navigate, and clicking the Green Check Mark.
On the Case File Page select the Admin tab.
Click the check mark next to the Retention Record you wish to remove.
Select Delete Item in the Items Ribbon Bar.
A dialogue box will appear. Select OK to confirm the removal of the Retention Record for this case.