Cancellation Reasons: Overview

This feature allows users with assigned permissions to create, edit, and deactivate cancellation categories and reasons.

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.

From the Cancellation Reasons screen, users can:

• Associate cancellation reasons to an entire division, a selected facility, or an individual department.
• Edit or disable cancellation reasons. When an option is disabled, it cannot be selected by Staffers or Schedulers when cancelling assignments.
• Exclude sensitive or confidential cancellation categories and reasons from reports. The cancellation incident will be counted in the report, but the category or reason will display as EXCLUDED FROM REPORTS.  
• Delete a category or reason, but only if it has NOT been assigned to a cancelled assignment.

 

Manage Cancellation Reasons Screen

 

Additional Information

Cancellation Reasons: Create and Assign

Cancellation Reasons: Edit

Cancellation Reasons: Disable / Delete

Cancellation Reasons: Exclude from Reports

Cancellation Reasons: Standardized List

 

 

 

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      Facility Scheduler 3.11.14.0