If a set and/or Confirmed and Issued Ops Block record needs to be canceled, select the Cancel Ops Block Transition or the Cancel Revenue Service Transition, complete the required fields and click Save. The Ops Block will initially move to the Canceled state but then auto update back to the Open state (you may need to refresh the Ops Block record). Upon completing the Cancel transition the following additional automations will occur:
- All Bock Types: If there was an associated meeting to the Ops Block, that meeting will be automatically deleted.
- Block Type = Install: The Job record will move back to the Approved to Proceed state so that the Install can be rescheduled.
- Block Type = Delivery: The Shipping Ticket record will move back to the Ready to Schedule state so that the delivery can be rescheduled.
- Block Type = Revenue Service:
a) If the Reset Service field was set to Yes, the Contact will be ready to reset the revenue service appointment.
b) If the Reset Service field was set to No, the Contact will move to the Rest state only if the Contact was in the Service in Progress state when the Ops Block was canceled. Additionally, if a Sale record was created, it will be automatically updated to the Service Canceled state.
If you need to reschedule the Block Type, return to how you initially set the Ops Block to reschedule accordingly in the appropriate Open Ops Block. The following video provides an overview on how to cancel a set and/or confirmed and issued Ops Block record.