Manage Cancellation Reason

Managing configured Cancellation Reasons in a Work Order system with View and Edit widgets involves maintaining a predefined list of reasons for canceling work orders. These cancellation reasons are crucial for tracking and documenting the circumstances under which a work order was canceled. cancellation reasons within a Work Order system involves maintaining a structured list of reasons for canceling work orders, offering tools for users to add, edit, and delete cancellation reasons, and enhancing usability with filters, search functionality, and export options. These features ensure that configured cancellation reasons are effectively used for tracking and documenting the cancellation of work orders, providing transparency and accountability in the process.

Using the following widgets a Cancellation Reason in a Work Order can be managed:

• View
• Edit

View

The view widget on the Cancellation Reason list page offers a comprehensive snapshot of Cancellation Reasons within an application. This widget presents a structured display that allows administrators to review details such as names, descriptions, and associated attributes. By providing an organized and user-friendly interface, the view widget simplifies understanding and managing Cancellation Reasons. Additionally, the view widget aids in maintaining a standardized approach to using Cancellation Reasons across the organization, thereby improving consistency and data-driven decision-making.

With the help of the following features, the View widget can be managed:

• Filter
• Search
• Export

Filter

Filters allow users to quickly locate specific Cancellation Reasons based on criteria such as names, descriptions, or associated attributes. With many Cancellation Reasons, filters help administrators manage and organize them effectively. Filters enable administrators to create customized views of Cancellation Reasons based on their roles or preferences, reducing visual clutter, and enhancing usability.

To add a new filter, perform the following steps:

1. Navigate to Home > User Dashboard.
   
   
2. Select Application.
   Role selection dropdown list is displayed.
   
   
3. Select Administrator.
   
   
4. The module page is displayed.
   
   
5. Select Work Order.
   
   
6. Navigate to Configurations > WO Masters > Cancellation Reason.
   A list of Cancellation Reasons is displayed.
   
   Figure: Cancellation Reason List
   
   
7. Select View.
   A list of views and an option to add a new view is displayed.
   Figure: View
   
   
8. Click Add New View.
   An option to add a new filter is displayed.
   Figure: Add Filter
   
   
9. Click Add Filter.
   
   
10. Select the Filter element.
    Choose the conditional operator for the filter element.
    Figure: Cancellation Reason
    
    
11. Click Apply.
    The filtered list is displayed on the Cancellation Reason list.
    Figure: View List
    
    
12. Select Save as New View.
    Define the view using a new name.
    
    
13. Enter View Name.
    
    
14. Click Save.

Icon	Description
	Indicates Filter icon, if a number is pinned to the icon it represents the count of filters applied.
	Indicates Pencil icon, that allows to edit the Filter on View list.
	Indicates the Delete icon, which deletes the view. Upon deleting the following pop-up message is displayed. Click Delete. Figure: Delete View

Search

The search widget on the Cancellation Reason list page enhances accessibility and efficiency in managing work orders within an application. This widget allows users to locate specific Cancellation Reasons by entering keywords, names, or relevant attributes. By providing quick access to targeted information, the search widget streamlines associating the right Cancellation Reason with a Work Order, contributing to accurate effective problem-solving. It also aids in analyzing trends, ensuring consistency, and maintaining an organized repository of cancellation reasons for improved service quality and operational excellence.

The search icon option allows you to search the relevant details from the list as displayed in the following figure.
Figure: Search

Export

The Export to Excel widget on the Cancellation Reason list page is a powerful tool within an application. This widget empowers users to extract the displayed Cancellation Reason data into an Excel spreadsheet format, enabling in-depth analysis and manipulation. By exporting to Excel, users can conduct thorough data examination, create custom reports, and perform trend analysis on Cancellation Reason usage. This functionality enhances data-driven decision-making and supports reporting needs by providing a structured and versatile format for Cancellation Reason information. Ultimately, the export to Excel widget contributes to improved data management, efficiency, and insight generation within the organization.

To export the list items to an Excel, perform the following steps:

1. Click Export Icon .
   The Export to Excel option is displayed along with an option for an Admin to choose between the current page or all data.
   Figure: Export
   
   
2.  Choose an option between Export Current Page or Export All.
   
   
3.  The exported file is saved to your system.

Edit

Editing the configured Cancellation Reason for a Work Order from the Cancellation Reason list is highly advantageous within an application. This functionality empowers the administrator to modify and refine Cancellation Reasons based on evolving needs and emerging trends. By offering the ability to edit, organizations can ensure that their Cancellation Reason remains accurate and aligned with current practices, enhancing the precision of Work Order and problem-solving processes. This feature also enables continuous improvement by adapting Cancellation Reason to changing scenarios and optimizing their relevance, ultimately leading to better categorization, improved reporting, and enhanced decision-making throughout the application's lifecycle.

To edit the Cancellation Reason in Work Order, perform the following steps:

1. Navigate to  Home > User Dashboard.
   
   
2. Select Application.
   Role selection dropdown list is displayed.
   
   
3. Select Administrator.
   
   
4. Select Work Order as a module.
   
   
5. Navigate to Configurations > WO Masters > Cancellation Reason.
   
   
6. Select WO Cancellation Reason.
   Configuration page is displayed.
   
   
7. Make the required changes.
   
   
8. Click Save.