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Monitoring

Review Cancellations

Process customer cancellation requests and contract status changes.

5 stepsAbout 4 minutesVerified 2026-07-22
Start guided walkthroughOpen workspace

Before you start

  • •Sign in to the Hub with access to this workspace.

You will finish with

  • •You can explain what Review Cancellations is for and choose the correct next action.

Safety and data checks

  • • Cancellation can affect monitoring and billing; do not finalize until identity, authority, contract, and effective date are verified.
Step-by-step procedure

Complete the task

  1. 1
    Navigate

    Open Review Cancellations

    Use the Hub navigation to open Review Cancellations. Do not begin from a bookmarked record until you can identify this workspace in the normal menu.

    Expected result

    Review Cancellations is open and its page heading is visible.

  2. 2
    Review

    Understand what belongs here

    Cancellations tracks requests, obligations, approvals, effective dates, and connected monitoring changes. Use this distinction to avoid creating the same work in a neighbouring workspace.

  3. 3
    Verify

    Read the current state first

    Read customer verification, request reason, contract term, fees, effective date, system status, and prior communication. Read the customer, owner, date, and status before opening or changing a record.

  4. 4
    Review

    Choose the correct action

    Follow the supported review and approval flow, documenting the decision and every downstream requirement. Open the specific record and confirm its history before saving, sending, assigning, or completing anything.

  5. 5
    Verify

    Confirm the safe stopping point

    Cancellation can affect monitoring and billing; do not finalize until identity, authority, contract, and effective date are verified. This orientation ends before any irreversible or customer-facing submission.

    Cancellation can affect monitoring and billing; do not finalize until identity, authority, contract, and effective date are verified.
    Expected result

    You know what must be verified before the final action.

If something does not look right

The page or action is not visible.

Confirm your role and Navigation & Access settings, then ask a Super Admin if the feature is disabled.