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Adding or Editing Workfile Cancel Reasons

The Workfile - Cancel Reasons feature allows you to create and edit cancellation reasons when using the Cancel Repair Order feature.

To add or edit workfile cancel reasons

Select Configure > Profiles from the menu bar.
Select your repair facility profile, and then select Edit from the mini-toolbar.
Click on the Workflow - Cancel Reasons link under Repair Management.
Select a cancel reason, and then select Edit from the toolbar. The Workfile Cancel Reasons screen opens.
Select Add from the toolbar.
Enter the required information in the Reason Code field.
Use the up or down arrows on the right to change the order of display.
Click OK to close the screen.
Select Save or Save and Close from the menu bar to save the changes to your profile.

Overview

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