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Canceling a work order in the Pega Field Service Interaction portal

Updated on October 6, 2020

As a customer service representative (CSR), you can cancel a scheduled work order if, for example, the customer no longer wants the work to be performed. You can cancel a work order if it is not in progress.

  1. In the Pega Field Service Interaction portal, identify the customer.

    For more information about how to identify a customer, see Identifying a customer in the Pega Field Service Interaction portal.

  2. Identify and select the work order that you want to cancel.

  3. On the Actions menu of the work order, click Cancel.

  4. Enter the reason for cancellation.

    For example: Parts are unavailable.
  5. Click Submit.

Result: The work order status changes to Resolved-Canceled.
  • Previous topic Rescheduling a work order in the Pega Field Service Interaction portal
  • Next topic Updating the sub-location details of a work order in the Pega Field Service Interaction portal

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