Cause

Creating a Cause

1. Open the Cause tab and click the + Add Cause button. This opens the New Cause window.

   

2. Complete the fields as follows:

Company	Select the company which will use this cause in issue creation. If Cause is set to Global in configuration, this field will be hidden.
Code	Enter a code for the cause. This is for internal use only.
Description	Enter a description of the cause. This is the text that will appear in the lookup list.
Order	Enter a number to dictate where this cause will appear in the lookup list. Order number 1 means it will be at the top of the list, order number 2 means it will be the second option down and so on.
Active	Tick this box to make this an active cause. If you do not tick this box, users will not be able to select this cause when managing issues.
All Templates	Select whether you want this cause to initially be marked as In Use or Not in Use when it is pushed to the relevant contract templates. If it is marked as Not in Use by a contract template, and the contract template override is activated for cause, users will not be able to select this cause when managing issues linked to contracts using that template. Note that if the cause is not active, it is locked to Not in Use.
All Contracts	Select whether you want this cause to initially be marked as In Use or Not in Use when it is pushed to the relevant contracts. If it is marked as Not in Use for a contract, and the contract level override is activated for cause, users will not be able to select this cause when managing issues linked to that contract. Note that if the cause is not active, it is locked to Not in Use.

3. Click to save the cause.

Editing a Cause

Inline editing is enabled within the grid for every field except Company.

Deleting a Cause

1. To delete a cause, click the trash can iconin the Actions column. You will receive a confirmation popup asking if you are sure.

   

2. Click to confirm.