Overview

Reverting an appointment will cause Dataforce ASAP to remove the question answers and products in the appointment and return it to an assigned status.

This may be necessary if:

  1. A customer has asked to remove their data from Dataforce ASAP.
  2. This is a test appointment that you want to restart.
  3. Stock has been consumed and you need to cancel the appointment.
  4. The appointment has been completed accidentally.

Reverting an appointment cannot be done once the appointment has been submitted, invoiced to a datafile or if a followup appointment has been created for the appointment.

Before running the revert action on an appointment, any followup appointments must be reverted and canceled first.

To Revert an Appointment

  1. Navigate to the Appointment Actions tab.
  2. Click the action, Revert to Assigned.
  3. Enter a comment on why this is to be reverted.
  4. Select the Confirm Revert button on the bottom right of the screen.
  5. Read the Warning dialog and click the Continue button.

Where to Next?