Cancel Action Plans and Solo Actions on a Service Request, Help Desk Request and Case Record

If an Action Plan or Solo Action was incorrectly added to the Service Request, Help Desk Request and Case record, you can now Cancel that plan.

Cancel Option Available on Action Plan or Solo Action

NOTE: If you choose to Cancel the Action or Action Plan, you will not be able to recover it.

Reduces confusion by removing outdated or incorrect next steps.
Saves human agent's time by keeping records tidy and focused on the current issue.

Steps to enable and configure

No steps are required to enable this feature.

Customer Service and Help Desk Representatives