To cancel a home buy task

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The procedure to cancel a home buy task is as follows:

  1. Using the Advanced search spy-glass (), select Home Buy Case as the Search for and Search by category, and enter the Case ID as the search criteria 1.
  2. With the Results tab in current focus, double-click on the row containing the exact record match, or return to the Criteria tab and refine the search filters. The Home Buy Case Details window is displayed.
  3. Click on Tasks. The Tasks tab is activated, revealing all tasks linked to the home buy case as a series of cards, subdivided by progression status: Pending, Open, Complete and On Hold.
  4. Select the specific card matching the task to be cancelled.
  5. Click on Cancel Task 2. The Cancel Home Buy Task window is displayed.
  6. Using the Cancellation reason drop-down field, select a parameter value to qualify the circumstances surrounding the cancellation of the home buy task e.g. No Longer Valid.
  7. Use the Notes field to add contextual data in support of the home buy task being cancelled.
  8. Click on Save. Where links to other subsequent tasks exist, the user is asked to affirm that all tasks within the hierarchy will be cancelled 3.
  9. Optionally, to verify the cancellation status of the selected task, click on Switch View. Two alternative options are displayed: Grid View and SLA View.
  10. Click on Grid View. All tasks linked to the home buy case are displayed in the Tasks summary table and the current status of the relevant task is set to Cancelled; the Completion date is also stamped with the current system date 4.
  11. Click on Close.


Note

1 Additional search criteria may need to be employed (e.g. start and end date ranges, stage, company, status) to ensure that the correct home buy case is returned; an alternative Search by category of Contact or Contact Group may be selected to extend the available search fields.

2 This option is active only for non-mandatory home buy tasks that are currently in progress i.e. with a status of Open or Pending.

3 System validation rules ensure that the integrity of all task dependencies are upheld.

4 Any related tasks that have been cancelled as a consequence of the user's affirmations will reflect the same status progression.


See related topics...

Home buy task progression management overview

To complete a home buy task

To place a home buy task on hold

Using the search facility