The cancellation check identifies if the client has exceeded an allowable cancellation limit on their service agreement.

An exclamation triangle icon displays on Service Details, with a pop-up message showing the cancellation and plan details.

Fig: Schedule job, cancellations limit message

Note: The maximum number of cancellations is set at 12 and be managed via the Custom setting : Maximum_Cancellations_Client_Plan.

The cancellation check logic

1. Client plan check – If the support type is either ‘Personal Care’ or ‘Community Access’ on the service agreement’s support category, then a check is performed on the related service agreement item’s ‘Service Agreement Client Plan’ (on the client plan record, ‘Total Cancellations’ field (that counts the number of cancellations for the client plan).
2. Service booking check – A check is performed on the service agreement to see if the ‘Service Booking’ field is populated. If populated, a check of the ‘Total Cancellations’ field on the related service booking applies. If the ‘Service Booking’ field is not populated, a check is made on the selected service agreement’s item. The service agreement’s items also have a service booking field, and a check will be made on its total cancellations limit.

Fig: Schedule job, cancellations check, logic flow