This page guides you through the process of creating cancellation policies.
To create a Cancellation Policy record observe the following steps:
Select the Administration>14.Cancellation Policies menu to open Cancellation Policies List page within the browser.
Select the
New button to open a .New 14. Cancellation Policies record page.
Within the name field input a description of the Cancellation Policy so that it is identifiable within the Cancel Shift form.
Within the charge percentage field input a numeric value that will be used to calculate the percentage of the shift invoiced service that will be charged to the client for a service cancellation.
Within the max payment hours field input a numeric value that will be used to determine the maximum hours payable to the support worker for a client shift cancelled using this policy record.
Within the description field input a summary of the purpose and criteria of the cancellation policy criteria.
Select Click the save button to create the record.
Select the Close button to exit back to the Cancellation Policies List page.
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