Add Action Reason

To add a new action reason for the case type, follow these steps:
  1. Click Open Open icon to view the Ask Oracle page.
  2. Click Admin menu. The Investigation Hub Administration page is displayed.
  3. Click Workflow Designer link. The Workflow Designer page is displayed.
  4. Click Action Reasons tab. The Action Reasons page is displayed.
  5. Click Add Action Reason. The Add Action Reason pane is displayed.
  6. Enter/Select the fields as described in the following table.

    Table 8-6 Add Action Reason - Field Description

    Field Description
    Case Type From the drop-down list, select the Case Type .

    Note: This field is mandatory.

    Action Name From the drop-down list, select the Action Name.

    Note: This field is mandatory.

    Reason Name Enter a name for the reason.

    Note: This field is mandatory.

    Reason Description Enter description about the reason.
    Report Generation Required Select the check box if you want to generate a report.
    Report Type From the drop-down list, select the Report Type. The available options are SAR (Suspicious Activity Report) and STR (Suspicious Transaction Report).

    Note: This field appears only when Report Generation Required is enabled.

  7. Click Create. The new action reason will be created and listed in the Action Reasons page for the case type.

    Note:

    If a user creates a record in the English language and then changes the language, for example, Portuguese, from the Locale drop-down in the User Preferences screen, then the next time any user logs into the application, they will be able to see the newly created record in the selected language. Also, when this record is accessed in edit mode, any changes that were done in the Name and Description fields will appear in the selected language.