Setup Automations to Delete Crew Data

These automations ensure that crew data is only retained for a specified period after employment has ended.

Click on the Modules menu and select Crew.

Click Administration in the top blue ribbon and choose Triggers and Automations.

Click the three dots in the top-right corner and select New Automation.

Enter a Title and specify the number of days after which the automation should take effect.

From the drop-down menu, select days after crew employment ends.

Once you have entered all other necessary details for the report.

Click Add Action and choose one or more actions, such as:

• Create alert – notify fleet user roles before data deletion.
• Send email – email fleet users about the upcoming deletion.
• Delete crew mandatory documents – remove selected documents.
• Delete forms linked to crew – remove associated forms.
• Delete archive and general crew documents – clear archived and general files.
• Anonymize personal data – replace fields with asterisks.
• Delete personal data – remove specific profile fields.
• Delete crew profile – remove the entire crew profile.

Ensure the Enabled checkbox is selected if you want the automation to start immediately.

Click Submit in the top right corner to save the automation.

Note: Review your settings carefully, as deleted data cannot be recovered.