There is no functionality for you as an administrator to delete a form in WorkBright. This is by design, though, to prevent accidental loss of data.
WorkBright’s engineering team can delete a form on your behalf, but if they do, ALL submissions of that form are deleted permanently. If you are new to WorkBright and have no employee data in your account, this is a risk-free time to request that a form be deleted.
To request that a form be deleted, simply email support@workbright.com and provide us with
The name of the form you wish to remove from your account,
Your written understanding that removing that form will permanently delete all submissions of that form
What If I Want to Remove a Form, But Not Lose All the Submissions? Can I “Archive” It?
You can either take the form out of circulation, or if the number of submissions is small enough, download the submissions before requesting that WorkBright engineering deletes the form.
Option 1: Taking a Form Out of Circulation (Archiving) Using Groups
This is our preferred recommendation for how to take a form out of circulation. First, if one does not already exist, create a group for Test/Archived/Inactive forms by going to Settings > Groups > +New Group.
Name the group whatever you would like, as this is where you will assign those forms later.
Next, move the form(s) in question out of any existing groups, and add it to the Archived/Inactive group by editing the form and selecting/deselecting groups here
For anyone who was previously assigned the form and did not complete it, it will remove the assignment from their list.
For anyone that did complete the form previously, though, their submission will stay in their personnel file under “Other Forms on File.”
Going forward, you’ll simply want to not put any people in the Archived/Inactive Forms group.
Option 2: Download the submissions of the form one by one, or via the bulk actions tool, and move them to Supplemental Files, then send a deletion request to WorkBright.