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Managing allocation releases as an Admin

Shows how admins can cancel a released allocation, and what to do if the release has already been booked by someone else.

If allocated drivers can release their bays, admins may also be able to cancel that release, depending on their role.

Drivers can also cancel their own release in the app.

Cancel a released allocation in the Management Portal

To cancel a released allocation:

  1. Go to the Allocations tab in the Dashboard. The Allocations tab is also where salary sacrifice reports are generated in BaseUp.

  2. Find the allocation and select it.

  3. In the table at the bottom of the page, look for the dates when the bay was released.

  4. Click Cancel on the release you want to remove.

If the Cancel button is greyed out

If the Cancel button is greyed out, it means the released bay has already been booked by another user.

In this case, you will need to:

  1. go to the booking for that bay

  2. cancel the booking

  3. return to the Allocations tab

  4. cancel the release again

Once the booking has been cancelled, the release can then be cancelled from the allocation.

Important to know

If you are unable to cancel a release, first check whether the bay has already been rebooked by someone else. If it has, the booking must be cancelled before the release can be removed.

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