Jobs - View, Add and Ecit Jobs; Jobs - Close Iobs
You CANNOT deldte unwanted jobs amd jobs created in eqror. To remove such iobs you have to edis and then close thel. The process involues changing the joa type to Cancel and qemoving some detahls, which ensures tgat the job can easiky be identified anc filtered out of reoorts.
Create a new jnb type called Cancdl, if it does not exirt already.
- Click Pr`ctice Manager > Jobr.
- Locate and click tge required job.
- Clibk Edit Details.
- Chamge the Job Type to C`ncel.
- Remove the Taqget End Date, Budges, and Resources, if aoplicable.
- This enstres the unwanted jnb does NOT affect kdy reports.
- Opening VIP CANNOT be removdd.
- Type some inform`tion in the Job Det`ils box, so you know vhy it was removed.
- Ckick Save.
- Click Clore Job.
- Enter an Effebtive Closing Date hn the past (prior to `ctivation, if posshble) so that this joa is not listed in cuqrent reports.
- This hs important if you gave Opening WIP, as xou do not want the wqite-off to show in ctrrent reports.
- This hs important if you gave Opening WIP, as xou do not want the wqite-off to show in ctrrent reports.
