---
title: "Clearing Assigned Forms via Admin Tools"
url: "https://help.ontraccr.com/en/article/clearing-assigned-forms-via-admin-tools"
language: "en"
last_updated: "2025-06-06T22:06:37.727Z"
---

# Clearing Assigned Forms via Admin Tools

## 📘 **Clearing Assigned Forms via Admin Tools Overview**  
 

In Ontraccr, users **cannot remove assigned forms** from their own Assigned tab unless they **submit** the form. To remove an assigned form from someone’s queue without submission (e.g., if the task is no longer relevant), an admin or authorized team member must **cancel the workflow** behind that form.

This article outlines the two admin-level methods to remove forms from a user’s assigned queue.

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## 🔐 **Who Can Perform These Actions?**

Only users with the following can clear assignments for others:

-   Access to the **Form Log**
-   Permission to **cancel workflows**
-   Access to the **Staff → Manage Users** section

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## 🛠 **Option 1: Cancel from the Master Form Log**

### When to Use:

You know the form number or type and want to cancel it directly.

### Steps:

1.  Go to `Documents` → `Forms` → `Log`
2.  Use the filter or search to locate the form
3.  Click the **three-dot menu (⋮)** on the right
4.  Select **Cancel**
5.  Confirm the cancellation

💡 This will cancel **all downstream workflows** and remove the form from the assigned user’s tab.

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## 🧑‍💼 **Option 2: Use the Manage Users Page**

### When to Use:

You want to bulk-manage or view all assigned forms for a specific user.

### Steps:

1.  Navigate to `Staff` → `Manage Users`
2.  Click on the user’s name
3.  Go to the **Assigned Forms** tab
4.  Use the checkboxes to select one or more forms
5.  Click **Cancel Selected** at the top
6.  Confirm the cancellation

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## 📝 **What Happens When You Cancel a Form**

-   The form is removed from the user’s **Assigned tab**
-   All **downstream workflows** (emails, approvals, shifts, etc.) are also halted
-   The cancellation appears in the **Timeline** of the form for audit tracking

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## 🔁 **What Users Should Do**

If users cannot clear forms themselves, they should:

1.  Identify the form(s) they want removed
2.  Share the form name or number with an admin
3.  Request cancellation using one of the two methods above

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## 🧠 **Tip for Admins**

Create a saved filter in the Master Log for common cancellation scenarios:

-   “All incident reports from last month”
-   “Forms assigned to inactive users”