Cancel events using the planning calendar

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read
  • Cancel a schedule occurrence and the work order events of its associated work plans through the planning calendar.

    Before you begin

    Role required: sn_fsm_planned_wm.planned_work_admin

    Procedure

    1. Navigate to All > Field Service Management > Planned Work Management > Workspace
    2. Select the Planning calendar icon (Planning calendar icon).
    3. On the calendar, select the Show settings icon (Personalize list icon.).
    4. In the Settings pane, fill in the fields.
    Table 1. Settings form
    Field Description
    Group by Criteria used to organize assets, install base, configuration items (CIs), and locations into groups. The available values are Plan, Product model, Location, or None.
    Records per group The number of events to display per group on the calendar display
    Calendar events to show The type of event to be displayed on the calendar, either schedule occurrences or work orders.
    1. Select Apply.
    2. Cancel the event.
      ActionSteps
      Cancel the schedule occurrence On the calendar, right-click the schedule occurrence event that you want to cancel, and then select Cancel schedule occurrence.
      Cancel work order for the schedule occurrence On the calendar, right-click the schedule occurrence event, and then select Cancel work orders.
      Cancel work order
      Note:
      To display work order events, Work order must be selected in the Calendar event to show option in the Settings pane.
      On the calendar, right-click the work order event, and then select Cancel work order.