Create a Request Note

Request Notes can be added while approving or denying the work code or you may predefine request notes in the Setup > Codes > Request Notes area as shown in the steps below:

  1. From the Approve or Deny Code user interface, click the code you want to approve or deny.
  2. In the Request Note field type a new reason and click the link (New) when ready. Doing so will save the reason to the database and make it a selectable option to all authorized users.

    The New link shows when the note typed contains one or more unique values.

  3. From Setup, click Codes > Request Notes
  4. Click Add.
  5. Type a new reason in Name.