Cancelling a Job

Cancelling a job in BigChange is a straightforward process, but it is important to be certain before proceeding as this action cannot be undone. This article will guide you through the steps to cancel a job, view cancelled jobs, and duplicate cancelled jobs if necessary.

Cancelling a Job

Steps to Cancel a Job

• Click on the job on the Schedule (or in the Unscheduled side menu) and select 'View'.
• Choose the 'Cancel' (bin) icon from the selection at the bottom of the popup window.
• A new popup window will now open asking you to confirm that you want to cancel the job, asking for a 'Reason for cancelling' and asking if you would like to keep a record of the cancelled job. If you still want to proceed, click 'Yes'.

Important Note: Only jobs which have not been started/completed by a resource can be cancelled. (Jobs which are in the 'Unscheduled', 'Scheduled' or 'Sent' status can be cancelled.

 Once this action has been taken, it cannot be undone by BigChange. Therefore, please be 100% certain that you want to cancel the jobs shown.

Cancelling Jobs from the CRM

• Navigate to the Jobs tab on the CRM.
• Follow the same steps as above to cancel the job.

Permissions for Cancelling Jobs

There is a back-office permission field associated with this capability, with defaults set to Administrator and Manager roles only.

• Navigate to: [Top menu] Profile (icon) → Admin Settings → Web Users → Roles.

Viewing Cancelled Jobs

Steps to View Cancelled Jobs

Whilst cancelled jobs cannot be reinstated, they can still be viewed.

• Navigate to: Schedule → [side menu] Display → List → [field] Job status.
• Select 'Cancelled' and the date parameters you wish to view.
• If you are looking for a specific job, job type, reference, etc., you can also add this information to further reduce your list and narrow down the information provided.
• You will now see a list of the cancelled jobs.

Duplicating Cancelled Jobs

Steps to Duplicate a Cancelled Job

Should you wish to create a job with the same details as one which has been cancelled, you can now duplicate a cancelled job from the job list in order to recreate a brand-new job with the same details as the cancelled job.

• To duplicate a cancelled job, click on the cancelled job in your job list and you will be given the option to ‘Duplicate’ it.
• A pop-up will then appear with all the details of the cancelled job, allowing you to easily schedule it as a new job.

Conclusion

Cancelling a job in BigChange is irreversible, so ensure you are certain before proceeding. You can view and duplicate cancelled jobs if needed. For more detailed instructions, refer to the steps outlined in this article. If you have any further questions, please contact BigChange support.