1.8.1 Adding a Record

Use the Reasons for Case Creation window to add a new reasons.

To add a record, follow these steps:

1. Click Add to open the Add Case Creation Reason window.
2. Enter the values as mentioned in the following table.

   Table 1-6 Fields and Description - Reason for Case Creation

   Fields	Description
   Code	Enter a unique code for master data. Valid values are Alphanumeric and underscore with maximum length of 30.
   Name	Enter the display name for the reason for case creation. This name is available for selection as part of Manual Promoting to Case (MPTC). The maximum allowed length is 255.
   Entity Type	Select the from the drop-down menu and then select entity type as Prospect to add the reasons for Prospect Risk Assessments or else select Customer to add the reasons for Customer Risk Assessments.

   Note:

   All the fields are mandatory.
3. Click Save and click OK to save the record. A new record appears on the Reasons for Case Creation grid.

   Note:

   Records can be added in the following languages. When you add a new record, it gets added for the logged in user preferred locale (V_SOURCE_LOCALE) along with other available languages (V_LOCALE) with an initial version (N_VERSION).

   • en-US (English)
   • fr-FR (French)
   • es-ES (Spanish)
   • el-GR (Greek)
   • pt-BR (Portuguese)

   For example, if you are logged in as an en-US user and add a record, records will be created for each of the above languages in the background.
4. Click Reset and click OK if you want to clear all the fields and enter new values.