1. Select Masters > Main Masters > Reasons (Personnel)



2. Select the arrow next to ALLOCATION to expand and view the reasons created for allocations.

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3. To create a new reason click the + Add new Subgroup with reason

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4. The fields to create a Subgroup/Reason will appear below. 

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The Subgroup needs to be one of the following options depending on where you want it to appear.



MBR COMPENSATE 
Any reasons added with this Subgroup will appear when you process a Member Compensate in allocations.

MBR DECLINED
Any reasons added with this Subgroup will appear when you process a Member Decline in allocations.

MBR REMOVED
Any reasons added with this Subgroup will appear when you process a Member Removed in allocations.

SHIFT CANCEL
Any reasons added with this Subgroup will appear when you process a Shift Cancelled in allocations.

SHIFT EDITED
Any reasons added with this Subgroup will appear when you process an edit against a shift in allocations

SHIFT RETRACT
Any reasons added with this Subgroup will appear when you process a Member Pulled Out in allocations

SHIFT UNFILLED
Any reasons added with this Subgroup will appear when you process a Shift Unfilled in allocations

SHIFT WITHDRAWN
Any reasons added with this Subgroup will appear when you process a Client Withdrawn in allocations


To edit a reason