# End Agreement The **End Agreement** feature in **Maica** allows authorised users to formally end a Participant’s Service Agreement. This process ensures all related records — including **Agreement Items**, **Appointments**, and **Delivery Activities** — are updated consistently, maintaining compliance and data integrity across the system. {% hint style="info" %} Please note, access to this function is controlled by the Permission Set: *Maica – Service Agreement - Cancellation.* To learn more about the technical side of this function, [click here](/maica-knowledge-base/maica-administration-guide/system-processes/end-service-agreement.md). {% endhint %} ## What does the End Agreement Quick Action do? As mentioned, the **End Agreement** Quick Action provides a guided process for cancelling a Service Agreement. When triggered, users can specify an **End Date** and **Cancellation Reason**, after which Maica automatically: * Updates the **Service Agreement End Date** and related **Agreement Item End Dates** * Cancels any **future Appointments** for one-to-one sessions, and removes any Participants from any Active ongoing Schedules for group Appointments * Cancels only the Participant’s **Delivery Activities** in group Appointments, keeping other Participants’ sessions active * Records the **Cancellation Reason** for audit and compliance reporting To learn more about this process, please refer to the steps below. ## Where do I find the End Agreement button? The **End Agreement** button is available at the top right-hand corner of the **Service Agreement** record page as a Quick Action, as shown below.
{% hint style="success" %} *If you don't initially see this Quick Action, you may need to add it to the relevant Lightning Page.* {% endhint %} ## How do I end an Agreement? To end a Service Agreement, follow the steps below: #### 1. Click End Agreement Select the **End Agreement** button from the Service Agreement record page to launch the guided screen flow. #### 2. Enter Cancellation Details Provide the following information: * **End Date** – The official date the Service Agreement ends. This date must not precede the Service Agreement’s start date. * **Cancellation Reason** – Select from the available picklist options (e.g. *Participant Transferred to Another Provider*, *End of Funding Allocation*, etc.). {% hint style="info" %} The two above fields are mandatory, and support compliance and reporting. {% endhint %} * **Cancellation Reason – Other** – If ‘Other’ is selected, specify additional details.
Once entered, click **Next** to continue. #### 3. Review Future Appointments Here, Maica automatically searches for **future Appointments** linked to the Participant that occur after the entered End Date. You’ll see a summary of the following: * Service Agreement and associated Agreement Items End Date * Number of Appointments that will be cancelled (where the Participant is the only Participant), and removed from where the Participant is one of many in group Appointments * Number of Delivery Activities that will be cancelled (for group Appointments)
{% hint style="warning" %} This step provides an overview of what will be cancelled automatically. These actions cannot be undone. {% endhint %} #### 4. Confirm Cancellation & Complete Review the confirmation summary before finalising, and then click **Confirm & Cancel** to proceed or **Back** to make changes. {% hint style="success" %} Once confirmed, Maica will run the above mentioned process, and populate the Cancellation Reason field on the Service Agreement. {% endhint %} {% hint style="info" %} Also, once cancelled, the **End Agreement** Quick Action will no longer be visible on the record. {% endhint %} ## Working Examples #### Example 1 — Participant ends service early **Scenario:** Samantha, an NDIS Participant, decides to transfer to a new provider. Her existing Service Agreement with your organisation is due to end on **30 September 2025**, but she notifies you she’ll finish on **10 September 2025**. **Action in Maica:** You open Samantha’s Service Agreement and click **End Agreement**. You enter *10/09/2025* as the End Date and select *Participant Transferred to Another Provider* as the reason. **Result:** * The Service Agreement and all related Agreement Items update to end on *10/09/2025*. * All future Appointments and Delivery Activities scheduled **after** that date are automatically cancelled. * A cancellation record is logged for audit. #### Example 2 — Participant ends service early and is part of group Appointments **Scenario:** A group physiotherapy session has four Participants. One of them, Daniel, relocates interstate and ends his Service Agreement on **20 November 2025**. **Action in Maica:** You open Daniel’s Service Agreement, click **End Agreement**, and set the End Date to *20/11/2025* with the reason *Participant Relocated / Moved Residence*. **Result:** * Daniel’s Delivery Activities scheduled **after** *20/11/2025* are cancelled. * The Appointments themselves remain active for the remaining three Participants. * Daniel’s Service Agreement shows as *Cancelled* from *21/11/2025*. --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://knowledge.maica.com.au/maica-knowledge-base/service-agreements/agreement-management/end-agreement.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.