Removing an Institution or Cause
The process of removing an Institution or Cause on easy-donate requires careful consideration due to potential implications, especially regarding funds and historical data. Deleting these entities is a sensitive action, and easy-donate ensures that it's approached thoughtfully and responsibly. This guide explains the process of removing Institutions and Causes and the associated considerations.
Removing an Institution:
Step 1: Accessing Institution Removal
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To remove an Institution, select the specific Institution you want to delete.
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Click on "Remove Institution" as shown in the interface.
Step 2: Deleting an Institution
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Deleting an Institution is only allowed if there are no active or inactive causes within it.
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Only the owner of the Institution can initiate its deletion.
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If there are no active or inactive causes and the owner approves, the deletion process can proceed.
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When a deletion request is initiated, and if there were past donation and payout activities, the Institution will be moved to a deleted state. All Institution information will be preserved for potential future needs, such as auditing purposes.
Removing a Cause:
Step 1: Accessing Cause Removal
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To request the removal of a cause, first, edit the specific cause by selecting the pencil option at the bottom of the cause setting page.
Step 2: Initiating Cause Removal
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Editing the cause enables various editable options, including the option to remove the Cause.
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Click on "Remove Cause" to proceed with the removal process.
Step 3: Removal Considerations
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If the cause has an outstanding donation balance that hasn't been paid out to the Institution, removal won't be allowed, and a message will indicate the same.
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If there were donations in the past, removing the cause will move it to a deleted state, preserving all relevant information for future potential requirements.
Removing an Institution or Cause of easy-donate a carefully regulated process to ensure the responsible handling of financial and historical data. By following these instructions, you can understand the implications and considerations associated with removal actions. easy-donate prioritizes data preservation, allowing for accountability and future auditing needs, even when an Institution or Cause is removed.