Manage a reason list for a task template - Manage Documents - Foundation 24.1 - Foundation 24.1 - Ready - Perceptive Content - external

Manage Documents

Platform
Perceptive Content
Product
Manage Documents
Release
Foundation 24.1
License

Reason lists are used when you define action and return reasons in document deficiency and pointer task templates. To create, modify, or delete a reason list for a task template, complete one of the following procedures.

  1. In Management Console, in the left pane, under Select Department, select a department from the list.
  2. In the left pane, click Tasks.
  3. In the right pane, on the Reason Lists tab, do one of the following actions, depending on the situation:
    Situation Steps
    Create a reason list
    1. Click New.
    2. In the Reason List dialog box, on the General tab, type a name and optional description.
    3. Verify that the Is active check box is selected to make the list available for assignment.
    4. On the List Members tab, add, remove, or rearrange reasons.
    5. Click OK.
    Modify a reason list
    1. Click Modify.
    2. In the Reason List dialog box, on the General tab, modify the name or optional description.
    3. To enable or disable the reason list, clear or select the Is active check box.
    4. On the List Members tab, add, remove, or rearrange reasons.
    5. Click OK.
    Delete a reason list
    1. Click Delete.
    2. In the Delete Reason List confirmation box, click Yes.