Edit a Status Reason

Depending on your role, you may be able to maintain status reasons. Status types and statuses can include a set of reasons from which the user can (or must) choose.

To edit a status reason

  1. In the main menu, click Setup and then click Status Reasons. The Status Reasons page opens.

  2. Locate the status reason and, on that row, click the (status reason) name. The View Status Reason: (status reason) page opens.

  3. In View Status Reason: (status reason), click Edit. The Edit Status Reason: (status reason) page opens.

  4. Make your changes.

    Abbreviations may be used in text notifications and reports.

  5. Do one of the following:

    • Select the Options checkbox to include the reason in the status comment.

    • Clear the Options checkbox to exclude the reason from the comment.

  6. Click Save.

Related Concepts

Status Types