Edit Perm Cancels

Edit Perm Cancels

From the main menu select Files > Edit Perm Cancels

Here you will see a Begin date and end date to search by. There will be an option to export the list in the top right.

Once you enter the dates click Search in the top right.

This icon will bring you back to the current date

This icon will populate a calendar to select from

Once you click search, it will populate a list of permanent cancels.

To edit the canceled cleans, select the edit pencil

It will display a customer’s name, ID number, scheduled date, Route number the clean was on, Reason for the cancel, Comments left, Cancel date, Responsible employees, and if its posted.

When you click the edit pencil, it will populate the canceled clean on top of the perm cancel list.

You will only be able to edit the Responsible HSPs, Do Not Back-Market, Do not Service, Exclude from reports, Cancellation Code, and the cancellation reason.

Remember to save any changes or discard to exit without saving.