Welcome to another Dome tutorial, this video will show you how to manage the Cancellation reasons in your system.
To access the ‘Cancellation reasons’ menu, click ‘Manage’ and then click on the ‘Cancellation reasons’ sub menu.
Displayed in front of you will be a list of all the active cancellation reasons in your system. Depending on the size of your organisation these cancellation reasons may be over a couple of pages. To find the record more quickly, use the search bar located in the top left corner of the page. The drop-down menu to the right of this allows you to show either: only active cancellation reasons, only inactive cancellation reasons or show all cancellation reasons.
To create a new cancellation reason, click the ‘New’ button in the bottom left corner. A dialogue box will appear, to create a new cancellation reason:
- Enter the cancellation reason name
- Select a permission group from the ‘Permission groups’ tab
The name field is mandatory and will not let you save your progress without completing it. When you are finished. Click ‘Save’ or if you want to continue adding cancellation reasons to the system, click ‘Save and Continue’.
Editing a cancellation reason is the same process, only instead of clicking on the ‘New’ button, you simply click on the cancellation reason you wish to edit.
Administrators can also delete, activate, or deactivate multiple cancellation reasons. To do this tick the radio button to the left of one or more of the cancellation reasons and click the ‘Delete’ ‘Activate’ or ‘Deactivate’ buttons in the bottom left corner.
Finally, administrators may wish to export a list of cancellation reasons on the system. To do this simply click the ‘Excel’ icon in the bottom left.