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Deleting or Undeleting a Cancellation Reason

Delete an item if it is no longer needed in any capacity, and it is not likely to be needed in the future. Most deleted items can be undeleted.

When you delete a Cancellation Reason:

  • Appointments already canceled with this Cancellation Reason remain unchanged in the Appointment Book.
  • It is no longer selectable from any forms or menus.
  • It does not appear in search results unless Deleted is selected from the Advanced menu.
  • It may still appear in reports depending on the report setup criteria.

Note:To delete or undelete this item, the current location must be its Home Location.

To delete a Cancellation Reason

  1. Locate the Cancellation Reason and select it.
  2. Select Delete. A confirmation message appears.
  3. Select Yes to delete the reason.

To undelete a Cancellation Reason

Tip: Remember to select Deleted from the Advanced Search menu to search for deleted items. Also remember that only the owner (as determined by the Owned By field) of the item can delete or undelete it.

  1. Locate the Cancellation Reason and select it.
  2. On the Cancellation Reason's maintenance form, notice that in place of the status switch is the word Deleted.
  3. Select Undelete. The status switch reappears in place of the word Deleted. By default, the switch is set to Inactive.
  4. To reactivate, follow the instructions in To reactivate a Cancellation Reason.