How to Cancel a PM Record

Modified on Mon, 9 Mar at 9:00 AM

1. General > PM

2. Open the PM record you would like to cancel.

3. Click Edit.

4. Scroll down to the General tab of the PM record.

5. Set Cancelled checkbox to true.

6. Select Cancel Date from this field.

7.You can enter in a cancellation reason

**Note** - If you choose the reason of Other, a comment box will be enabled. You can enter in a comment up to 150 characters.

8. Click Save.

**Note** - The signup and cancellation data grid will display the dates and updates to the record only when the signup date field has a value.