Configuring Reasons for Proposal Assign

Owned by Anastasia Medovkina
Last updated: May 30, 2024 by Chellie Esters

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.

⦿ How to Access Proposal Assign Reasons
  1. 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.

⦿ How to Add a Reason for Proposal Assign
  1. Click Create New Reason. The Create New Reason overlay appears.
  2. Select the desired categories and trades. Should you need to create a reason applicable to all proposals, select All Categories and All Trades.
  3. Enter a reason for proposal assign. 

4. Click Create. The reason for proposal assign appears in the list of reasons.


⦿ How to Edit a Reason for Proposal Assign
  1. Click the reason name. The Update Reason overlay appears.
  2. Edit the required fields, and then click Save. The reason is updated.
⦿ How to Remove a Reason for Proposal Assign

At any time you may remove Reasons for Proposal Assign.

  1. Select reasons that you wish to delete by clicking the empty checkboxes.
  2. 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.

In this Article

Related Articles