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There are many and varied reasons why a job would be Cancelled. From failing to secure finance, purchasing with another builder to the perception of poor service or personal reasons. Tracking cancelled jobs and understanding why clients are no longer engaged with building there their home provides the opportunity to improve customer relationships and company processes. The Cancelled status, used to describe these those jobs, is given set by entering certain specific information into Framework Ecm.
For this to occur, you need to navigate to the client tab, then to job. This will bring up information relating to the job you currently have selected.
To change a job to Cancelled, you will need to edit the category to indicate the reason for cancellation. Entering a date along with a reason will cancel a job, however leaving the date field blank will change the job status to pending cancellation. Ensure that you do not enter dates into both cancelled/deleted fields, as this will cause the job status to be deleted.
To revert this change, simply remove the cancelled date and alter the category of the cancellation back to [Unknown].
Changing The Status Of A Job From Active To Cancelled
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Changing the Status of a Job From Active to Cancelled
To Cancel a Job in the Production Management module of Framework ECM:
Select or search for the job to be cancelled .
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(F4 for quick search via job number, F3 for advanced search).
2. Open the Job Overview screen (Client > Job Overview) and click Edit
3. Under the Cancellation group, enter a Cancelled date. Click OK to commit the changes to Framework.
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Selecting Framework also has a Pending Cancellation Status. This is achieved by selecting a cancellation Category without entering a Cancelled date changes the status of the job to Pending Cancellation. When changing . When moving the status of a job to Cancelled , (from Pending) a Cancelled date must be selected. Though it is not necessary to select a cancellation category for a cancellation, it does assist in classifying the cancellation for more specific and useful reporting. *Further Note: entering dates into both Cancelled/Deleted fields, will set the job status to Deleted (required when a job is entered into ECM my mistake or is a duplication. This option will not affect your cancellation rate or percentages, keeping your reporting accurate. |
4. From the Category drop-down list, select a cancellation category. Click OK.
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Note: The status bar indicates that the job has been cancelled. |
Changing The Status Of A Job From Cancelled To Active
In the Production Management module of Framework ECM:
- Select or search for the cancelled
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- job.
- Open the Job Overview screen (Client > Job Overview).
- Click Edit.
- Under the Cancellation group, remove the Cancelled date.
- From the Category drop-down list select [Unknown].
- Click OK.