Cancelling a Work Order

Should you need to cancel a work order in which the provider has not checked in onsite yet, you can do so from right from within the work order on your dashboard by following the simple steps below:

Elevate View Instructions (screenshot at bottom):
  1. Once within the work order click the Cancel link next to the Place on Hold button in the top right corner
  2. Change the message to provider regarding the reason for cancellation (optional).
  3. Select your Reason from the drop down menu (choose the closest suited reason).
  4. Enter a short explanation in the lower text box to let Field Nation know why so we can properly address any potential issues with the provider.
  5. If the work order is less than 24 hours from the start time or the Provider did not show up onsite and you need to cancel the work order, then you will need to determine if you owe the provider the cancellation fee based on each scenario.  If the provider is NOT owed a fee you will need to check the box to request the fee be waived and it will be reviewed accordingly by FN staff.
  6. Click Can Work Order (Elevate) or Confirm and Cancel Work Order (Classic).

Classic View Instructions (screenshot at bottom):
  1. Once within the work order, click on the down arrow next to the Edit button in the top right corner.
  2. Select Cancel Work Order.
  3. Change the message to the provider regarding the reason for cancellation (Optional).
  4. Select your reason from the drop down menu (choose the closest suited reason).
  5. Enter a short explanation in the last box to let Field Nation know why so we can properly address any potential issues with the provider.
  6. If the work order is less than 24 hours from the start time or the Provider did not show up onsite and you need to cancel the work order, then you will need to determine if you owe the provider the cancellation fee based on each scenario.  If the provider is NOT owed a fee you will need to check the box to request the fee be waived and fill in the text box with the reason why and it will be reviewed accordingly by FN staff.
  7. Click Confirm and Cancel Work Order.
***TO VIEW LARGER SCREENSHOTS CLICK ON THE SCREENSHOT OR CLICK FILE NAMES TO DOWNLOAD FULL SIZE VERSION***

Attachments

Classic_Cancel_WO.pdf Classic_Cancel_WO.pdf
Elevate_Cancel_WO.pdf Elevate_Cancel_WO.pdf

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