Workflow Reason Codes

Workflow Reason Codes have been established so a user can record when a reason for delinquency is provided. There are a number of “reasons” that an account holder provides to a user to explain why a payment is late or incorrect. Reason Codes are not required by Temenos when submitting a note, but can be used for reporting capabilities on the reasons.

Administrators can manage reason codes by navigating to the System Management > Workflow > Workflow Reason Codes. The following columns display on the Workflow Reason Codes page:

Column Name	Description
Name	The name of the reason code.
Short Description	The abbreviated description of the reason code.
Long Description	The full description of the reason code.

Workflow Reason Code Attributes

All workflow reason codes share common attributes that are defined while creating, copying, or editing a workflow reason code.

General

Attribute	Description
Code Name	Provide an abbreviation of the Reason. This is a required field.
Short Description	Provide an abbreviated description of the reason code. The short description is shown to the user when selecting a reason.
Long Description	Provide a full description of the reason code.

Categories

Categories are assigned to the reason code on the Categories tab.

Attribute	Description
Assign Categories	Assign available categories to have access to the reason code by selecting them and moving them to the Assigned Categories list.

Show Creating a Workflow Reason Code

Click Create. The New Workflow Reason Code screen appears.
Define the necessary attributes.
When finished entering all information, click Save or Save and Close to save the new reason code and return to the Workflow Reason Code page. Click Cancel to return without saving.
The new reason code populates in the grid and is now available to end-users when the Reason workflow step is included into a workflow.

Show Copying a Workflow Reason Code

Select a reason code to highlight it and click Copy.
The Coply Workflow Reason Code screen appears.
Make all necessary changes.
Click Save or Save and Close to save the reason code and return to the Workflow Reason Code page. Click Cancel to return without saving.
The new copy is available to end-users when the Reason workflow step is included into a workflow.

Show Editing a Workflow Reason Code

Select a reason code to highlight it and click Edit.
The Edit Workflow Reason Code screen appears.
Make all necessary changes.
Click Save or Save and Close to save the reason code and return to the Workflow Reason Code page. Click Cancel to return without saving.

Show Deleting a Workflow Reason Code

Select a reason code to highlight it and click Delete.
A confirmation message appears.
Click Yes to delete the reason code. Click No to return to the Workflow Reason Code page without deleting.