Welcome to another Dome tutorial, this video will show you how to manage the rejection reasons in your system
To access the ‘Reject reasons’ menu, click ‘Manage’ and then click on the ‘Reject reasons’ sub-menu.
Displayed in front of you will be a list of all the active rejection reasons in your system. Depending on the size of your organisation these rejection reasons may be over a couple of pages. To find the record more quickly, use the search bar located in the top left corner of the page. The drop-down menu to the right of this allows you to show either: only active rejection reasons, only inactive rejection reasons or show all rejection reasons.
To create a new rejection reason, click the ‘New’ button in the bottom left corner. A dialogue box will appear, to create a new rejection reason:
- Enter the rejection reason name
The name field is mandatory and will not let you save your progress without completing it. When you are finished. Click ‘Save’ or if you want to continue adding more rejection reasons to the system, click ‘Save and Continue’.
Editing a rejection reason is the same process, only instead of clicking on the ‘New’ button, you simply click on the rejection reason you wish to edit.
Administrators can also delete, activate, or deactivate one or multiple rejection reasons. To do this tick the radio button to the left of one or more of the rejection reasons and click one of the ‘Delete’ ‘Activate’ or ‘Deactivate’ buttons in the bottom left corner.
Finally, administrators may wish to export a list of rejection reasons on the system. To do this simply click the ‘Excel’ icon in the bottom left.
Please contact us if you would like to learn more about managing rejection reasons in StarTraq Dome