Summary


Perenso has added the ability to set up a list of Failed Reasons that can be applied to Head Office Requirements Actions and Compliance Checks.


When this feature is enabled, app users will be able to choose from the list of Failed Reasons when an Action is Not Done, or a Compliance Check is Failed.



Adding Failed Reasons


A new Failed Reasons Configuration tab has been added to all Store Check work items.

NOTE: Every Store Check work item shows the master list of failed reasons, and a change made in 1 tab will affect all the others.


To add failed reasons:

  1. Log into Web Administrator and navigate to Diary > Call Types.

  2. Click on Work Items for a Call Type containing any Store Check work item.

  3. Select the Store Check work item.

  4. Go to the new Failed Reasons Configuration tab.

  5. Click on Add to add new failed reasons.

  6. Enter a failed reason and Save.
    You can add more than 1 failed reason at a time.
    This is the reason that users will be able to view and choose.
    NOTE: Failed reasons cannot be deleted, only made inactive.

  7. Make sure to Save Changes to save the failed reason.

  8. You can make failed reasons active/inactive via the Active/Inactive button and edit the Description via the Edit icon.
    NOTE: Make sure to Save Changes to make sure all changes are saved.


Applying Failed Reasons to Head Office Requirements

  1. Log into Web Administrator and go to Diary > Call Types.

  2. Click on Work Items of the Call Type containing the Store Check that you want to add Failed Reasons to.

  3. Select the Store Check work item containing the Head Office Requirement you wish to add Failed Reasons to.

  4. Click on the Head Office Requirement you want to update.

  5. a) Head Office Requirement - Compliance Check
    - To add Failed Reason, check the Give a reason function.

    - Click on Failed Reasons - Pick List to configure the Failed Reasons for this Compliance Check.

    - You are able to configure whether selecting a Failed Reason is optional or mandatory for the app user.
    You can also decide to show all or a select few of the Failed Reasons configured, and are able to customise the display order of the reasons for the apps.

    NOTE: Clicking on Manage Failed Reasons will lead you to the Failed Reasons Configuration tab where you can add and edit the Failed Reasons.

    b) Head Office Requirement - Action
    - You can add a Failed Reason for Actions the same way as Compliance Checks, but you can also set up the Failed Reasons seen when 'Follow up as a Compliance Check in subsequent calls once answered as Done' is chosen.
     



  6. Be sure to Save Changes to update the To Do item.