Create and edit reason codes

  1. In the right panel, select the data source Third-party systems that provide data to the system, including employee and device states, and data change events. Typical data sources are phone switches, PBXs, or LANs. for which you are creating the reason code.

  2. Click Create Reason Code. The Data Source Reason Codes page opens.

  3. Type the name of the reason code.

  4. Type the Event Mode.

  5. Type the Event Reason.

  6. Select the reason code's Shift Operation from the drop-down list.

  7. Click Save. The reason code is listed in the left pane.