Edit or reschedule a job in Cadulis

Easily Adjust Your Interventions, Even After Creation

Because a schedule is always evolving, Cadulis allows you to modify an intervention at any time: change the date, time, field worker, or even the activity type.
You can also reopen a closed intervention, or cancel it properly without any data loss.

🔁 Reschedule an Intervention

Steps

1. From the Activities menu or the schedule, click on the relevant intervention.
2. The intervention record opens.
3. In the Scheduling section, click on Schedule.
4. Choose your method:
   • Scheduling assistant (optimized slots)
   • Manual assignment
5. Select the new time slot or field worker.
6. Click Save.

➡️ Instant update in the schedule, synchronized for all users.

📝 Edit General Information

1. Open the intervention record.
2. Click the Edit button (bottom right).
3. Edit the desired fields: address, comment, etc.
4. Click Save.

🔄 Change the Activity Type

1. Open the intervention record.
2. Click Change activity type (top right).
3. Select another available type.
4. Confirm the change.

⚠️ This operation is reversible, but it may affect:

• Associated forms
• Triggers
• Reports

🗃️ Removed fields are kept in Additional data or Previous closure data.

🔓 Reopen a Closed Intervention

1. Access an intervention with the closed status.
2. Click Reopen.
3. An Activity: reopen page opens.
4. Toggle the Reopen switch.
5. Click Reopen (bottom right).

➡️ The intervention returns to the editable state.

💡 Useful for correcting a closure error or adjusting missing data.

❌ Cancel an Intervention

1. Open the intervention record.
2. Click Cancel.
3. Toggle the Cancel switch.
4. Choose a reason from the list:
   • Other
   • Customer request
   • Work order issuer
   • Internal
   • Missing equipment
5. Add additional details.
6. (Optional) Enable Remove associated items.
7. Click Cancel (bottom right).

➡️ The intervention remains visible with a Cancelled status, a cancellation date, and a traceable history.