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Can I Cancel A Scheduled Item?

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Absolutely! If you no longer wish to have a Scheduled Form or Resource set up, follow these steps:

Single Scheduled Item

  1. Select the Menu button next to the Item that you wish to start the cancellation with.
  2. Select "Cancel Scheduled Form".
    Screenshot_2023-03-17_at_3.14.47_PM.png
  3. Select "Delete".
    Screenshot_2023-03-17_at_3.16.50_PM.png

Single Scheduled Signature

  1. Select the Status button next to the Item that you wish to start the cancellation with.
    Screenshot_2023-03-29_at_3.03.46_PM.png
  2. Select the "X" icon next to the signature you want to remove.
    Screenshot_2023-03-29_at_3.08.08_PM.png
  3. Select "Save" to cancel the Scheduled Signature.
    Screenshot_2023-03-29_at_3.08.34_PM.png

Repeating Scheduled Item

  1. Select the Menu button next to the Item that you wish to start the cancellation with.
  2. Select "Cancel Scheduled Form".Screenshot_2023-03-17_at_3.18.53_PM.png
  3. Choose whether you'd like to cancel just the one Item you chose, or this Item and any upcoming iterations.
    Screenshot_2023-03-17_at_3.19.38_PM.png

Large Amounts of Scheduled Items

Did you schedule a Form, Resource, or Signature for a large number of Workers and you want to cancel them all? Good news, you don't need to cancel them one at a time!

Using the Safety Monitor, Admins can filter Scheduled Items into a group and then cancel them all at the same time. So for instance, if someone scheduled an Equipment Inspection for all of the Workers in the account but picked the wrong Inspection, a user could:

  1. Group by the Form Name or Date to get them all in the same Group on the Safety Monitor.
    Screenshot_2022-12-19_at_1.12.31_PM.png
  2. Select the Menu button on one of the forms and select "Cancel All Items for this Group". 
    Screenshot_2022-12-19_at_1.48.34_PM.png
  3. Select "Cancel All Items".
    Screenshot_2022-12-19_at_1.23.04_PM.png
  4. If the Item(s) in the Group are repeating Items, then the Admin will be given the option to Cancel only the Group or Cancel all future repeating Items with the same settings.
    Screenshot_2022-12-30_at_9.08.31_AM.png

This will cancel all Scheduled, Missed, and Overdue Items contained under the same header in the Safety Monitor.

Note: For repeating Scheduled Forms, it is expected that Admins can only view the following when searching for future instances in the Safety Monitor:

- 7 instances for Daily
- 8 instances for Weekly
- 12 instances for Monthly
- 2 instances for Yearly

The future instances will populate in batches and will not all be viewable at once.

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