Task Cancellation / Removal Reasons | Scribe

    Task Cancellation / Removal Reasons

    • Lucy Sonner |
    • 14 steps |
    • 52 seconds
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      It is mandatory to provide a reason for all job rejections, cancellations, and resource removals. This allows for tracking and trend analysis using the integrated system reports

      1

      Navigate to Synbiotix

      2

      Enter your username and password and click "Login"

      3

      Select Helpdesk

      4

      Click "Administration"

      5

      Click "Task Cancellation / Removal Reasons"

      Add a Cancellation Reason

      6

      Click "Add New"

      7

      Select the parent category for the removal reasons, if required

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      If the parent category required isn't listed, click "Add" and enter the new category name

      If the parent category required isn't listed, click "Add" and enter the new category name
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      A parent container isn't required, but can make things more organised if you have many reasons in the system

      9

      Enter the cancellation reason

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      The cancellation reason will be active by default. This means it can be used when cancelling tasks. Change the "Active" toggle to "NO" if you don't want it to be used (for example, if you are adding it ahead of time)

      11

      Click "Save"

      Edit a Cancellation Reason

      12

      Click the "edit" button

      13

      Make any changes as required.\ \ Please note you cannot delete a cancellation reason. This is to preserve historical data. You will need to make it inactive

      Make any changes as required.\ \ Please note you cannot delete a cancellation reason. This is to preserve historical data. You will need to make it inactive
      14

      Click "Save"