This article explores how to cancel a job

Who is this document intended for?
Framework Job Administrators

Background

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 their home provides the opportunity to improve customer relationships and company processes. The Cancelled status, used to describe those jobs, is set by entering specific information into Framework Ecm.

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 (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.

Note:

Framework also has a Pending Cancellation Status. This is achieved by selecting a cancellation Category without entering a Cancelled date. 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 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.

Note:

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 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.

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