As an Agent, you can explicitly Cancel a Meld. Additionally, a Tenant can cancel explicitly or request cancellation of a Meld and it appears differently to the Agent. The following article will provide steps and important notes to help the Agent understand canceling a Meld.
- Agent Cancel Meld
- Handle Tenant Cancel Meld
- Handle Tenant Request Cancellation
Agent Cancel Meld
From a Meld, click OPTIONS, click Cancel.
From the Cancel prompt, enter Notes, click CANCEL MELD.
The Meld status is set to Manager Cancelled
The Cancel Note will be displayed on the Meld for the Agent or Maintenance. The Cancel Note will not be displayed on the Meld for the Tenant.
However, the Tenant and/or Vendor (if assigned) will be provided the Cancel Note via an email notification.
An Owner is not notified of the Canceled Meld or Cancel Note.
Handle Tenant Cancel Meld
A Tenant has the ability to Cancel Meld only if there has been no activity (e.g. scheduling or chat messages) on the Meld. A Tenant can enter a Cancel Note which will be displayed on the Meld for the Agent or Maintenance under Reason for cancelation.
At this point, the Meld is in a canceled state with the status set to Tenant Cancelled. No additional action is allowed or required.
Handle Tenant Request Cancellation
If there is activity (e.g. scheduling or chat messages) on the Meld, a Tenant cannot Cancel Meld instead a Tenant is only presented with a Request Cancellation option.
From a Meld that a Tenant has requested cancellation, the Agent can view the Cancellation Requests providing the date and time of the request.
A Tenant can request cancellation multiple times until the Meld is actually canceled.
Cancellation Requests can be deleted, click Delete under the specific Cancellation Request.
Click YES on the Delete Cancellation Request prompt.
Once the Tenant Cancellation Requests are reviewed and/or deleted, the Agent can Cancel Meld.
Click OPTIONS, click Cancel (not shown).
Enter Cancel Notes, click CANCEL MELD.
At this point, the Meld Status is now set to Manager cancelled. As noted above, when the Tenant cancels the Meld, the Meld Status is set to Tenant cancelled.