6.1 Adding Action Reasons

To add an action reason, follow these steps:
  1. Navigate to the Case Actions/Statuses page.
  2. Select the Action Reason Mapping tab.
  3. Select the Case Type from the Select Case Type drop-down list. The Action List is displayed.
  4. Under Action List, click Expand Expand. The Action is expanded.
  5. Click Add Add. The Add Reason window opens.
  6. Enter the fields as described in the following table.

    Table 6-1 Add Reason - Field Description

    Field Description
    Reason Name Enter a name for the reason.
    Reason Description Enter a description for the reason.
    Report Generation Required Select this check box, if you want to generate a report. When you select the check box, the Report Type drop-down appears. From the Report Type drop-down, select an option.

    Note:

    The fields which are marked with asterisk * are mandatory.
  7. Click Save. A confirmation message is displayed: Saved Successfully.