Cancelling a Job

  • Updated

 

To cancel a job:

  1. Click on the job on the Schedule (or in the Unscheduled side menu) and select 'View'.
  2. Choose the 'Cancel' (bin) icon from the selection at the bottom of the popup window
  3.  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'.

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***PLEASE NOTE THAT 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***

You can also cancel jobs from the Jobs tab on the CRM

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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 SettingsWeb Users→ Roles:

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Viewing 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 in the usual way  to further reduce your list and narrow down the information provided. You will now see a list of the cancelled jobs.

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Duplicating Cancelled Jobs

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.

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A pop-up will then appear with all the details of the cancelled job, allowing you to easily schedule it as a new job.

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