Data hygiene and controlled deletion
Cleanup Workflow
Detect test leads, duplicate providers and incomplete referral assets, then archive, restore or permanently delete only after explicit confirmation. All destructive controls remain isolated from normal operating tabs.
Lead classification
Student record posture
Provider classification
Partner hygiene posture
Workflow integrity
Prepared versus incomplete referral assets
Student record controls
Lead Hygiene
Partner data controls
Provider Hygiene
Permanent deletion zone
Destructive Controls
Hard deletion is irreversible and must be used only for records confirmed as test data.
Delete one confirmed test lead
Use the Hard delete button on a lead card. The exact lead reference must be typed before deletion.
Delete all detected test leads
Deletes every recent lead that the Worker detects or that an operator has marked as test.
Prefer reversible archive
Archive first whenever evidence is incomplete. Restore remains available from the Lead Hygiene tab.
Permanent deletion removes the test lead and related student workflow records. Finance audit history and unrelated partner records are not silently removed.