Creating Cancellation Policies

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To create a Cancellation Policy record observe the following steps:

1. Select the Administration>14.Cancellation Policies menu to open Cancellation Policies List page within the browser.

2. Select the New button to open a .New 14. Cancellation Policies record page.

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3. Within the name field input a description of the Cancellation Policy so that it is identifiable within the Cancel Shift form.

4. Within the charge percentage field input a numeric value that will be used to calculate the percentage of the invoiced service that will be charged to the client for a service cancellation.

5. 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.

6. Within the description field input a summary of the cancellation policy criteria.

7. Click the save button to create the record.

8. Select the Close button to exit back to the Cancellation Policies List page.