The proper procedure to cancel is to cancel the primary item(s), and then cancel the entire event. This will cancel each registrant, leaving a credit balance on their account, which can then be refunded or used to pay registrations for other events.
- Find the event to be canceled by using the search located at “Main Menu” > “Navigation” > “Meetings” > “Events” > “Lookup Event”.
- From the event screen, click on the Primary Item ID.
- Under Cancellation Policies, review what is currently configured, updating the records if appropriate.
- Select Update this Event Item
- Change the Item Status to CANCELLED, and then select a Cancellation Reason Code, such as ‘Insufficient Registration’. Click Update.
- Note: Cancellation Reason Code is not required in all versions of Association Anywhere/Certelligence
- Repeat steps 2-5 for each primary item.
- Go back to the event screen => Registration switch view for the event. The Event Registration Roster will let you confirm that all registrations were canceled and that the balances are now credits.
- Under the Actions menu, choose Update this Event. Change the Event Status from Active to Cancelled