Client Cancel Events Tool
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Client Cancel Events Tool

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Article Summary

The Client Cancel Events tool can be used by administrators to quickly cancel batches of events under a parent program (client block). This tool allows you to bypass having to manually cancel each event, and instead provides an excel template that can be filled out and then uploaded to cancel multiple events under a parent program at once.

In order to download the parent program Cancel Events template you will need to follow the steps below.

Navigate to the Template Page

To start, you will want to click on the Global button on your navigation bar and then navigate to the desired Parent Program tile. Once in the parent program of choice, click on Tools and then Cancel Events on the navigation bar.

Download the template

You will be brought to a page where you can download the template. Simply click on Download Template and a pre-populated excel spreadsheet will start to download.

Fill out the template

Once the template has been downloaded, you can open it in excel and begin to add the desired events that you would like to cancel to the excel document.

Each line represents a different event that will be cancelled. You only need the visit/event ID in order to cancel the event. The ID for an event can be found by going to the Event index and referring to the Event ID column. You can also see the event ID at the end of the URL for each event profile page.

Once you have added all the events, save the file. You will want to make sure it is saved as a .csv file in order to complete the next step.

Upload

To upload the template back into the system, navigate back to your internet browser and click continue. You will be brought to a page where you can choose the file you just updated and select it for upload.

Click Conduct Test for the system to check the file for errors. If there are any errors, such as events cannot be cancelled due to their current status. For example, an event that has a recap entered or staff payments entered cannot be cancelled.

Confirm upload

If there are no errors you click Complete Import and the events will be cancelled in the system.

You can repeat this process for each parent program as needed.