Cancelling a completed activity

5 Connect for venue support workers : Recording venue support worker activities : Cancelling a completed activity

From time to time an activity might be recorded in error. For example, an activity might be mistakenly recorded against the wrong client or case. You can cancel a saved activity:

1 Open the case record containing the activity you want to cancel.

2 Select the Activities tab.

3 In the activities list, locate the activity and click $C:\Users\Bill\Documents\CMS\Captures\icons and buttons\editthisicon.png$ .
The activity record opens in edit view.

4 In the New notes field, enter a note explaining the cancellation.

5 In the Status field, $C:\Users\Bill\Documents\CMS\Captures\icons and buttons\ddl.png$ select No action required.

6 In the Timesheet, select Delete.

$C:\Users\Bill\Documents\CMS\Captures\Screens\Act118 - deleteTS.png$

7 Click $C:\Users\Bill\Documents\CMS\Captures\icons and buttons\savcloseb.jpg$ .

If you just want to remove a member of staff from a closed activity, delete them from the Staff field and delete their timesheet entry. Then save and close.