Applies to User Roles:

Configuration Administrator

Delete a master data record

User roles: System Administrator, Configuration Administrator

Note In ITIL best practices, a Configuration Administrator manages master data. In Service Manager, however, only a System Administrator has rights to master data, because the master data is shared by all Service Manager applications. You may need to contact a System Administrator to implement master data changes or to request permission to perform this function.

After you validate that the data sets for a master data record delete request meet your company's specifications, you can delete a master data record in Service Manager. For example, you may need to delete a location record because the site was closed.

Caution When you delete a master data record, it is possible that some configuration item records will still include the old master data value. Before you delete master data records, we recommend you conduct a mass update to replace the master data value scheduled for deletion with the new approved value. This prevents obsolete data from remaining in Service Manager CI records.

To delete a master data record:

  1. Click System Administration > Base System Configuration
  2. Double-click the master data category for the record you want to delete.

    For example, if you need to delete a master data record for a user who is no longer with the company, click Contacts.

  3. Fill in optional search criteria, and then click Search.

    Service Manager returns a list of records matching your search request.

  4. Double-click the master data record you want to delete.
  5. Click Delete.

    Note When you delete the contact record, the corresponding operator record will also be deleted.

  6. Click Yes to confirm the deletion.

    Service Manager deletes the master data record and notifies you that the corresponding operator record has also been deleted.

Related topics

Master data records
Mass Update

Validate data sets
Add a master data record
Update a master data record
Check related configurations