NextGen FSM
NextGen FSM
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Cancel a bundle

This task explains how to cancel an existing Work Order (WO) Bundle, effectively "unbundling" its contents. By performing this action, you dissolve the grouped work package, returning the individual operations to the scheduling board as independent entities.

Prerequisites

  • The Bundle must be in a Schedulable status. The system explicitly forbids the cancellation of bundles that have already been scheduled or dispatched (e.g., bundles in Planned, In Progress, Closed, or already Cancelled statuses).

  • Understanding Bundle Statuses and Lifecycles

Cancel a bundle

Depending on your workflow and whether you need to cancel a single bundle or multiple bundles at once, you can initiate the unbundling process using any of the three methods below:

Option 1: Cancel a Single Bundle from the Search List

  1. Navigate to the Bundle Monitor and execute a search to find your target bundle.

  2. In the "Bundle list" results table, locate the specific bundle you wish to cancel.

  3. Click the three-dot menu on a specific row.

  4. Select Unbundle. Confirm any warning prompts to finalize the cancellation.

Option 2: Cancel Multiple Bundles (Bulk Action)

  1. Navigate to the Bundle Monitor and execute your search.

  2. In the "Bundle list" results table, check the selection boxes on all the bundles you want to cancel.

  3. Click the three-dot menu located in the header of the table.

  4. Select Unbundle Selected Bundle. Confirm the warning prompt to mass-cancel the selected groups.

Option 3: Cancel from the Bundle Detail Window

  1. Open the detailed view of a specific bundle (via the Bundle Monitor).

  2. Locate the persistent actions in the Bundle Detail window.

  3. Click the Unbundle button. Confirm the action when prompted.

Next Steps