Uploading reason codes from a file

To ease the process of creating reason code definitions, you can upload the definitions to the server from a text file by clicking Upload From File.

To create a reason code file:

The file is delimited, using either commas, semi-colons, or tabs as field separators, and can have any file extension, such as .txt, .csv, or other extensions.

The file should contain the following:

  1. A header line.

    The header line is identified by the “comment” character at the beginning of the line.For example:

    #ReasonCode_Name Event_Mode Event_Reason Purpose ShiftOperation

    By default, the comment character is #, but you can specify a different character.

  2. The definition of the reason codes Representation of an external data source event in WFM, which consists of an Event Mode and Event Reason..

    The following parameters can be provided for each reason code:

    1. Mandatory fields:

      • Name—a unique name for the reason code

      • Event Mode—the main employee state mode code

      • Event Reason—the secondary employee state mode code

    2. Optional field:

      • Shiftoperation—Use the drop-down menu to select either End or None.

        For example:

        Login, 1101,0, ,None

        Not-Ready, 1103,0,,End

  1. At the bottom of the Reason Codes page, click Upload From File to open the Upload Reason Codes page.

  2. To locate the reason code file, click Browse, navigate to the file and select it. Then click Open.

  3. In the Delimiter drop-down list box, select the delimiter for the file (typically Comma).

  4. If applicable, in the Prefix for comment lines, enter the appropriate parameter (for example, #).

  5. Complete additional details under the Field Name, Column Number and Default columns, as required.

  6. Click Upload.

    Once the file is successfully uploaded, the page closes and the uploaded reason codes populate the page.