Stop a job before creating any appointments

Overview

Abort Job actions are used during the job creation process before any appointments or quotes are issued. These represent jobs which will not proceed. Canceling a job is also effective method to stop progress but to cancel a job the creation process must finished.

Abort a Job During Creation

  1. Navigate to action bar at the bottom of the screen.
  2. Select a Abort Reason from the dropdown titled ‘Abort Reason’
  3. Click the Save and abort button.
  4. A job will be created and given the abort status, there will be no appointments.

Abort a Job After Creation

  1. From inside the aborted job click the job actions tab (blue).
  2. Click the action Abort This Job.
  3. Select a value from the Abort When dropdown.
  4. Select a value from the Abort Reason dropdown.
  5. Click the confirm button.

If operator aborts a job with appointments they are canceled first.

Reopen an Aborted Job.

  1. From inside the aborted job click the job actions tab (blue).
  2. Click the action Re-Open This Job
  3. Click Confirm button and the job will have status of Open.

If this job has appointments the operator must un-cancel the appointments.

Find Aborted Jobs

To find aborted jobs a specialized screen is provided from Tasks > Incomplete Bookings > From ASAP (Aborted)

To narrow down a search an operator may use the following filters.

  1. Abort Reason.
  2. Creation Date From and To.

To open an aborted job (opens into the Job Summary Tab) either double click the job in the data gird or single click the job in the grid and use the View Job button on the bottom right of the screen.