Refuse Reason Register - Third Party

1. Introduction

This article aim to detail all refuse reasons to attendance outsourced services.

These reasons will be used if for some reason be necessary refuse the answer sent by a provider due of document veracity, incomplete documents, etc.


 2. Access Permissions

To have access on register screen, the permission "Manage Third Party Service Refuse Reason" might be given to responsable profiles to operate and control these register reasons.

To give this permission, read the article: Granting Access Permissions

  

 3. Access

3.1 Having the access permission, you must access the follow way: Records > Operation > Outsourced Workforce > Refuse Reasons


3.2  Have done the access, the screen "Manage Third Party Service Refuse Reason" will be displayed.


4. Add reasons

4.1 To register a new reason, click on "Add".


4.2 Then, a new board will be displayed having some areas that might be filled.

Acronym: Reason Acronym.

Description: Reason description (Name).

Order: Classification order. How bigger order, bigger her importance. (This area is not obligatory).


4.3 Filled the areas as requested, click on "Save and Close" to end.


5. Reason Edit

5.1 If be necessary edit a reason register, you just need to click on it.


5.2 Then, the window having the register informations will be displayed. Change what be necessary and finalize by clicking on "Save and Close".


6. Remove Reason

6.1 To remove a reason, you just need to select the wanted reason and finish by clicking on "Delete".

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