Managing Organisation Level Rejection Responses
Use the My Organisation Settings page to view, create, or modify rejection responses across all projects in which the organisation participates. These rejection responses will be displayed for Payment Application Approvers to use when approving or rejecting a payment application. In addition to organisation level rejection responses, Project Managers can also create custom rejection responses to uses for a specific project. For more information on selecting or creating project level responses, see topic Customising Project Level Payment Application Rejection Responses.
Your access to the settings is dependent upon user roles and permissions.
- Only Project Managers with the Create Project permission can access the Project Settings page.
- Only Local and Enterprise Administrators can edit custom rejection text on the My Organisation Settings page.
To create or edit organisation-level rejection responses:
- Navigate to the My Organisation Settings Page
- From under your organisation name at the top of any page, select Manage Organisation Settings.
- From the bottom of the Manage Organisation Profile page, select the Manage Organisation Settings link.
- Select the Manage Rejection Responses check box. A Manage Rejection Responses pane displays.
- Select the type of rejection responses you want to add or modify: Payment Application Rejection Text, Good Faith Statement, or WB Line Modification Text. Hover over the ? icon for more information on how each type of rejection response is used.
- Enter the rejection text.
- Select Save.
Last Published Wednesday, July 10, 2024