Job Cancellation Reasons

You can track and report cancelled and lost business trends related to jobs using Job Cancellation Reasons. When you cancel a job, you can select a reason to track why the job is cancelled or lost. You can set up job cancellation reasons specific to cancelled jobs, lost jobs or both. 

Add a Job Cancellation Reason

1. Click the Job Cancellation Reasons link from the Main Menu. The Cancellation Reasons page opens.
2. Click the Add button. The Add Cancellation Reason window opens.
3. Enter the following information:
   • Description - Description that displays to the user when selecting the cancellation reason.
   • Code - Unique alphanumeric value.
   • Class - Select if the cancellation reason is available for jobs at a cancelled status (Cancel), lost status (Lost) or both (Both). If it applies only to cancelled jobs, the reason is only available when selecting a cancel status on the Cancel Job screen. If it applies only to lost jobs, the reason is only available when selecting a lost status on the Cancel Job screen.
4. Click OK.

Change a Job Cancellation Reason

You can change the description, sequence, and/or class for the job cancellation reason after you have created it. When you change the description of a job cancellation reason, it updates wherever the job cancellation reason is used. If you don't want to update the already existing job cancellation reason data, then you must add a new job cancellation reason using the steps in Add a Job Cancellation Reason.

1. Click the Job Cancellation Reasons link from the Main Menu. The Cancellation Reasons page opens.
2. Select the cancellation reason to edit.
3. Right-click and select Edit. The Edit Cancellation Reason window opens.
4. Make the desired change.
5. Click OK.

Inactivate a Job Cancellation Reason

If you no longer use a job cancellation reason but want to keep record of it for reporting or other purposes, you can make it inactive. When you make a job cancellation reason inactive, it is no longer available for selection when cancelling a job.

1. Click the Job Cancellation Reasons link from the Main Menu. The Job Cancellation Reasons page opens.
2. Select the cancellation reason to make inactive.
3. Right-click and select Edit. The Edit Cancellation Reason window opens.
4. Check the Retire box.
5. Click OK.

Delete a Job Cancellation Reason

If you no longer use a job cancellation reason and don't want to keep a record of it, you can delete it. You can only delete job cancellation reasons that are not used on jobs. You cannot undo the delete process.

1. Click the Job Cancellation Reasons link from the Main Menu. The Cancellation Reasons page opens.
2. Right-click on the cancellation reason to delete.
3. Select Mark for Delete.
4. Click the Save button.