Cancellation Reasons: Create and Assign
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Cancellation Reasons: Create and Assign

Users: Access to this feature is limited to users assigned the PI Labor Corporate Administrator role and Cancellation Reasons - Configure permission.

Cancellation categories and reasons are managed from the Admin > Cancellation Reasons screen. Once created and associated with a division, facility and/or department, cancellation categories and reasons are immediately available for selection when cancelling assignments and running cancellation reports.

 

To create a Cancellation Category:

  1. In the main navigation bar, click Admin > Cancellation Reasons.
  2. On the Cancellation Reasons screen, click Add Category.

 

Create Category Screen with Optional Settings

  1. Enter a unique Category name.
  2. Optional settings:
  3. Disabled: The category and any associated reasons will not be available for selection when cancelling an assignment.
  4. Exclude from Reporting: The category and any associated reasons can be selected when cancelling an assignment, but will display in the Cancels Report as EXCLUDED FROM REPORTS.  
  5. Click Save.

 

Cancellation reasons are grouped by category.

To create a Cancellation Reason:

  1. On the Cancellation Reasons screen, locate the category under which you wish to create a reason.
  2. Click Add Reason.

 

Cancellation Reasons Configuration Screen

 

  1. On the Add New Reason screen, enter a unique Reason name.
  2. Optional settings:
  3. Disabled: The reason will not be available for section when cancelling an assignment.
  4. Exclude from Reporting: The reason can be selected when cancelling an assignment, but will display in the Cancels Report as EXCLUDED FROM REPORTS.  
  5. Click Save.

 

When new cancellation reasons are created, they are not available until they are enabled for use in a division, facilities, or selected departments.

To enable and assign a cancellation reason:

  1. On the Cancellation Reasons screen, click the number displayed in the No. of Departments Assigned column. For a new cancellation reason, this number displays as zero.
  2. The Enable for Facilities and Departments screen opens displaying an expandable list of options organized by Division > Facilities > Departments.  

Enable for Facilities and Departments Screen

 

  1. Click the carrot next to the Division or Facility name to expand the list.
  2. Click the check box next to the division name to enable the reason for use in all facilities and departments.
  3. Click the checkbox next to a specific facility to enable the reason for use in all departments within the facility.
  4. You can also enable the reason for use in specific departments within a facility by expanding a facility list and selecting individual departments.
  5. Likewise, you can deselect facilities and/or departments to prevent them from using a cancellation reason.
  6. Click Save.

 

The number displayed in the No. of Departments Assigned column updates to reflect your selections.  

 

Additional Information

Cancellation Reasons: Edit

Cancellation Reasons: Disable / Delete

Cancellation Reasons: Exclude from Reports

Cancellation Reasons: Standardized List

 

      Facility Scheduler 3.11.14.0