Configuring Restriction Reasons

Prerequisites for Restriction Reasons

Users with the Mark/Unmark Profile as Restricted task granted can update the Restricted check box in profiles. Additionally, a restriction reason as to why the profile is restricted must be selected when the Restriction/Flagged Reasons OPERA Control is active

Adding Restriction Reasons

1. From the Administration menu, select Client Relations, select Profile Management, and then select Restriction Reasons.

2. Click New and complete the following fields:

   1. Code. Enter the code for the restriction reason.

   2. Description. Enter a description for the restriction reason.

   3. Manage Translations. Click link to configure localized descriptions. For more information, see Configuring Localized Code Descriptions. (Available when the Multi Language function under the General group is active).

   4. Sequence. Enter a number that controls the position of this code in listings. Codes without a sequence number assigned are listed in alphabetical order following codes with a sequence assigned. 

3. Click Save or click Save and Continue to save and add another.

Editing Restriction Reasons

1. From the Administration menu, select Client Relations, select Profile Management, and then select Restriction Reasons.

2. Enter search criteria and click Search.

3. Select the restriction reason in the search result, then click the vertical ellipsis Actions menu and select Edit.

4. Update the configuration.

5. Click Save.

Deleting Restriction Reasons

1. From the Administration menu, select Client Relations, select Profile Management, and then select Restriction Reasons.

2. Enter search criteria and click Search.

3. Select the restriction reason in the search result, then click the vertical ellipsis Actions menu and select Delete.

4. Click Delete to confirm.