Creating Reason Combinations

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Creating Reason Combinations

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Open the Administration application.

Select the Static Data tab on the left of the window.

Select the Reasons tab displayed at the top of the window. The Reasons window will now be displayed.

 

Reasons

Reasons

 

Select the Source – application – from the Sources list by clicking on it.

Select the action from the Actions list by clicking on it.

The application will now display any reasons that have already been defined for the selected Source/Action combination in the middle of the window.

Select the reason code to be assigned from the All Reasons list by clicking on it.

Click on the Add button. The selected reason will now be copied to the list in the middle of the window and will be highlighted.

If you want the selected reason to be the default reason applied for the Source/Action combination, tick the ‘Default Reason’ box by clicking on it.

If you want to make the entry of a comment compulsory when this reason is chosen, tick the ‘Comment required’ box by clicking on it.

If you want all actions that have been given the reason to be approved (i.e. require arbitration), tick the ‘Approval Required’ box by clicking on it.

The enabled tick box is used to determine if the reason code selected is to be displayed by the system.

If the box is ticked the reason code will be displayed, if it is not ticked the reason code will not be displayed.

If you wish to apply a PBRule to the reason selected, select the correct PBCode from the drop down list.

If you want to add another reason at this time, select the reason from the All Reasons list and click on the Add button.

Once you have completed adding reasons for the selected Source/Action combination, save the data by clicking on the ‘Save’ button on the top left of the window.