Cancellation Reasons: Disable / Delete

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. When a category or reason is deleted or disabled, it will be immediately removed from selection lists used when cancelling scheduled assignments.

• Important Note: For reporting purposes, only those cancellation categories and reasons that have NOT been used when cancelling a scheduled assignment can be deleted.

Delete Cancellation Category or Reason

The Delete icon displays only when a cancellation category or reason has NOT been used when cancelling a scheduled assignment.

When a category or reason is deleted, it is immediately removed from both the cancel assignment selection list AND Cancels Report filters.

 

To delete a Cancellation Category or Reason:

1.  In the main navigation bar, click Admin > Cancellation Reasons.
2. On the Cancellation Reason screen, locate the category or reason you wish to delete.
3. Click the Delete icon.

 

Cancellation Reasons Configuration Screen

 

4. A warning message displays. Click Yes, Proceed to delete the category or reason.

 

Disable a Cancellation Category or Reason

When a category or reason is disabled it will no longer be available for selection when cancelling an assignment, but will continue to display as a filter and reporting option when running the Cancels Report.

To disable a Cancellation Category or Reason:

1. On the Cancellation Reason screen, locate the category or reason you wish to disable.
2. Click the checkbox in the Disabled column.
3. Click Save.

• 
  Note: When a category is disabled, both the category and its associated reasons are disabled.

 

Likewise, to re-enable a category or reason, deselect the Disabled check box and save the change.

 

Additional Information

Cancellation Reasons: Create and Assign

Cancellation Reasons: Edit

Cancellation Reasons: Exclude from Reports

Cancellation Reasons: Standardized List

 

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      Facility Scheduler 3.11.14.0