Configure Decline and Rejection Reasons

Letter Management Guide

Version
R2024.1.0
Configure Decline and Rejection Reasons

In Letter Management > Decline and Rejection Reason you can configure letter rejection reasons that are available in the Reject Reason dialog box that is displayed in the letter portal when employees reject a letter. You can also define whether the text field for adding additional information is mandatory or not depending on the reason selected.

For the system to display the Rejection Reason dialog box to employees when they decline the letter, you must create at least one letter rejection reason. Letter Management isn't preconfigured with letter rejection reasons.

To create letter rejection reasons:

  1. Go to Letter Management > Decline and Rejection Reason.
  2. Click New.
  3. Enter a value in the Name field. The name you enter is what employees see when they select a reason.
  4. Enter a value in the Description field. This value isn't visible to employees.
  5. Enter a value in the Reference Code field. Reference codes are used to export data to other applications. These codes must be unique and must not contain special characters.
  6. Select the Letter Rejection Reason checkbox to make this option available for employees to select.
  7. Select the Additional Information (Letters) checkbox so that, when employees select this reason, they must also provide additional information in a text field.
  8. Click Save.