The procedure to cancel a repair request is as follows:
- Using the global search facility, type in the first few characters of either the contact who requested the repair or the asset address
1.
- Double-click on the row containing the exact record match. Where the expected record is not listed, a more advanced search can be conducted using the spy-glass icon (
).
- Click on Repair Requests (contact summary 360 view) or Repairs (for an asset)
2. The Repairs History tile (or Repairs tab) is activated, revealing a list of all recorded repairs in the Repairs History summary table.
- Double-click on the row containing the specific repair request to be cancelled. The Repair Request window is displayed.
- Click on Cancel Request
3. The repair request entry is removed from the Repairs History summary table.
Note
1 The search facility will automatically return all possible matches for a contact's first name and last name once the Number of characters before an automatic search commences system preference is reached; it will likewise return all possible matches for any corresponding address field.
2 The availability and customisation of all Contact Summary 360 View tiles is controlled separately for each end user via their unique system profile.
3 Only repair requests with a status of Entered Request can be cancelled i.e. the option is inactive for any other repair status.
See related topics...
Repairs request management overview
To raise a repair request
To create a repair order
To cancel a repair order
To define the user profile
Using the search facility