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Reasons are very important as it helps automate tasks, emails, and actions taken by users, members, clients, etc

Reasons are accessed from - Masters - Main Masters - Reasons (Personnel)

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Reasons are broken down into

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1. Client

   1. Groups include reasons for

      1. Client Requests and Restrictions

      2. Deactivate (Admin/Service/Delivery)

      3. Suspended (Admin/Service/Delivery)

      4. Terminate (Admin/Service/Delivery)
         

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         Which flows through to this

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2. Member

   1. Groups include reasons for

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      1. MBR INACTIVE

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      2. MBR COMPENSATE

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      2. MBR RESTRICTION AND REQUEST

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      3. MBR SUSPENDED

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      4. MBR TERMINATED

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2. Allocation

   1. The Subgroup needs to be one of the following options depending on where you want it to appear.

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      1. MBR COMPENSATE 

         1. Any reasons added with this Subgroup will appear when you process a Member Compensate in allocations.

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      2. MBR DECLINED

         1. Any reasons added with this Subgroup will appear when you process a Member Decline in allocations.
            

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      3. MBR REMOVED

         1. Any reasons added with this Subgroup will appear when you process a Member Removed in allocations.
            

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      4. SHIFT CANCEL

         1. Any reasons added with this Subgroup will appear when you process a Shift Cancelled in allocations.
            

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      5. SHIFT EDITED

         1. Any reasons added with this Subgroup will appear when you process an edit against a shift in allocations
            

SHIFT RETRACT

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      2. SHIFT UNFILLED

         1. Any reasons added with this Subgroup will appear when you process a Shift Unfilled in allocations

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      3. SHIFT WITHDRAWN

         1. Any reasons added with this Subgroup will appear when you process a Client Withdrawn in allocations

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2. Candidate

   1. Groups include reasons for

      1. CD INACTIVE

      2. CD NEVER EMPLOYE

      3. CD ON HOLD

      4. CD REJECT
         

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3. CRM - Contact Log

   1. Enter one of the following Subgroups to link the reason:

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      • Applicants - Reasons linked with communication to Applicants

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      • Clients - Reasons linked with communication

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1. 1. • with Clients

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      • Members - Reasons linked with communication to Members

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      • Staff - Reasons linked with communication to internal Staff
        

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How to Add a Reason?

1. Select the arrow next to the Reason Group you wish to add to the reason for

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1. To create a new reason click the  + Add new Subgroup with reason

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1. The fields to create a Subgroup/Reason will appear below. 

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My Reason for Contact is not listed

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A system-generated contact log is created when completing certain tasks within the system.

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