Configuring Reasons for Proposal Assign
- Anastasia Medovkina (Deactivated)
- Jing Tong (Unlicensed)
- Chellie Esters
- Anastasiya Dashuk (Unlicensed)
The Proposal Assign Reasons configuration mandates facility managers to select a reason when assigning a proposal for certain trades and/or categories.
The list of possible reasons is configured in the Proposal Assign Reasons section of Service Automation Admin. You can create a list of reasons that will be universal for all proposal as well as add reasons that will be specific for proposals of certain trades and/or categories.
Only users with Admin User and Super Admin roles can access the Proposal Approval Reasons section.
- On the top-left of the page, click the menu icon, select Admin, and then under Proposals select Proposal Assign Reasons. The list of reasons for proposal assign appears.
- Click Create New Reason. The Create New Reason overlay appears.
- Select the desired categories and trades. Should you need to create a reason applicable to all proposals, select All Categories and All Trades.
- Enter a reason for proposal assign.
4. Click Create. The reason for proposal assign appears in the list of reasons.
- Click the reason name. The Update Reason overlay appears.
- Edit the required fields, and then click Save. The reason is updated.
At any time you may remove Reasons for Proposal Assign.
- Select reasons that you wish to delete by clicking the empty checkboxes.
- Click Delete Reason(s). The selected reasons for proposal assign are removed from Service Automation.
Should you need to update or delete a reason for proposal approval, this will not affect the previously used reason.