To cancel a repair order

The procedure to cancel a repair order is as follows:

1. Using the global search facility, type in the first few characters of either the contact who requested the repair or the asset address 1.
2. Double-click on the row containing the exact record match or use Refine Search to enter alternative criteria.
3. Click on Repair Requests (contact summary 360 view) or Repairs (for an asset) 2. The Repairs History tile (or Repairs tab) is activated, revealing a list of all recorded repairs in the Repairs History summary table.
4. Double-click on the row containing the specific repair request against which an associated works order is to be cancelled. The Repair Request window is displayed.
5. Click on Orders. The Orders tab is activated and all raised orders are displayed in the List of Work Orders summary table.
6. Double-click on the row containing the specific works order to be cancelled. The details of the works order are displayed.
7. Click on Cancel Order 3. The Cancel Status window is displayed, confirming the Current status of the works order.
8. Using the Cancel drop-down field, select a parameter value to reflect the required custom cancellation status.
9. Enter the Cancel date for the works order using the calendar icon () or type in the value directly i.e. the date on which the status change came into effect; a time may also be specified using the clock icon () 4.
10. Using the Cancel reason drop-down field, select a parameter value to qualify the circumstances surrounding the cancellation of the works order.
11. Use the Cancel note field to add contextual data in support of the works order being cancelled.
12. Click on Save. The Order status reflects the selected custom cancellation status 5.

Note

1 The search facility will automatically return all possible matches for a contact's first name and last name once the Number of characters before an automatic search commences system preference is reached; it will likewise return all possible matches for any corresponding address field.

2 The availability and customisation of all Contact Summary 360 View tiles is controlled separately for each end user via their unique system profile.

3 An order can be cancelled at any stage provided none of the associated tasks have been invoiced, either in full or in part; where it has been generated as part of a planned program, the end user is asked to affirm the operation and also the resultant asset status.

4 The permitted date entry format is DD/MM/YY or DD/MM/YYYY; the permitted time entry format is HH:MM.

5 All associated appointments are automatically cancelled at the same time.

See related topics...

Repairs order management overview

To create a repair order

To allocate a contractor to a repair order

To define the user profile

Using the search facility