To cancel a repair request

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The procedure to cancel a repair request is as follows:

  1. Using the global search facility, type in the first few characters of either the contact who requested the repair or the asset address 1.
  2. 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 ().
  3. 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.
  4. Double-click on the row containing the specific repair request to be cancelled. The Repair Request window is displayed.
  5. 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