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How to Edit or Delete Phase Codes

Learn how FleetWatcher admins and project managers can directly edit or delete phase codes.

Managing your project data is now faster and easier. Instead of submitting a support ticket to clean up or rename phase codes, FleetWatcher administrators and project managers can now edit or delete phase codes directly within the platform.

To protect your historical data, FleetWatcher automatically audits your system before any deletion to show you exactly how many records will be affected.

How to Edit or Delete a Phase Code

Follow these steps to update or remove a phase code:

Navigate to the Phase Code: There are two locations in FleetWatcher where you can Edit/Delete phase codes.

The Add/Edit Shifts (MMS > Shifts > Add/Edit Shifts) page or the Create Manual Shift Ticket (MMS > Virtual Shift Tickets > Create) page.

Open Phase Code Management:

Add/Edit Shifts: Locate the Phase Code field under the “What” section. Click the blue Edit/Delete Phase Codes link positioned under the Phase Code text box..

Create Manual Shift Tickets: Locate the Phase Code to the right of the Note text box.

Choose Your Action:

In the pop-up window:

  • To Edit: Select the code from the dropdown, click the blue EDIT button, type the new name, and click Save.

  • To Delete: Select the code from the dropdown and click the red DELETE button.

Confirm Any Deletions:

If you choose to delete a phase code, a safety warning will appear displaying the exact number of active or past records linked to that code (e.g., "This phase code is linked to 3 records").

Review the impact count, then click Confirm Delete to finalize or Cancel to abort.


Frequently Asked Questions

What happens to linked records when I delete a Phase Code?

Before a phase code is permanently removed, the safety check calculates how many records are associated with it. Reviewing this count ensures you do not accidentally remove active or historical codes that your team still relies on for reporting.

Who can edit or delete Phase Codes?

Users with administrative or project management permissions in FleetWatcher can manage phase codes directly from the manual shift screens.

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