Cancelling a Template

If a template becomes obsolete at any time, you can cancel the template. The schedule for the cancelled template will no longer be in effect. Any work orders that have already been generated from the template will not be affected.

To cancel a template:

  1. Run the Work Order Module.

  2. Open the template that you wish to cancel.

  3. Select Cancel from the Templates menu

    OR

    Choose Cancel from the popup menu.

    Pinnacle will change the status of the template to Cancelled, and you can no longer edit the template, except to add comments.