The Reason field in a Notification record can be configured to use custom values. The Notification Reasons page in Lists and Types Configuration is where you can set up and maintain these values.

For each reason, the following details are shown:

• Code

• Description

• Type – This indicates whether the reason is used for notifications To Provider or From Provider.

• Status – This indicates whether the reason is Live or Dormant.

Open

Filtering the List

The option to search by Code and Description and filter by Status and Number of Records shown are available by default above the list. Once you have entered the necessary details, press Enter or select the Search icon to run the search and apply your filters.

Open

Selecting More shows the option to filter by Type. Selecting this will add it to the filter bar, where it works the same as those explained above.

Exporting the List

Selecting More also shows an option to Export to Excel. Selecting this will generate an Excel Spreadsheet containing the details currently displayed in the list.

Creating a New Notification Reason

Selecting Create will open a window where you can enter the Code, Type and Description for the new reason. 

Once you have finished, select Save to add the new reason or Cancel to discard it. 

Notification Reason Actions

The following actions are also available from the tab:

• Edit – Selecting ... > Edit by a reason in the list will open a window where you can edit the Description and Status. Once you have made any changes, select Save to confirm them.

• Delete – Selecting ... > Delete by a reason in the list will delete it. This should only be done for reasons entered in error. For a reason that has been used, you should instead set the status to Dormant. You will be asked to confirm before you delete the record.