How to Recall a Service Plan

  1. Navigate to the Service Plan that you wish to recall.
Service plans list with a "Service Plan ID" highlighted.
  1. Click Related.
Service plan details view. "Related" tab is highlighted.
  1. Under the Approval History section, click the Recall button on the right.
Service plan "Related" view. Recall is highlighted, next to approval history.
Ensure Status Still Shows Pending
  1. Type a Recall reason and click Recall.
Recall approval request view. There's a form text area and submit/cancel buttons. The comments text area reads, "Forgot to add a service".
  1. Under the Approval History section, the Status will change to Recalled. Under the Service Plan History section, the Field will change to Record unlocked.
Approval history view for service plans. Reason is circled reads, "Record unlocked" and status under approval history reads "Recalled", which is also circled.
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