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Note

Italicized terms represent clickable icons on the specific screen being discussed.

Terms in blue are links to additional information about the described functionality. 

You must be signed into the Web Client as an Administrator to access the Settings icon and add an additional Cancellation reason.

Access

  • (A) Settings icon - Click to access all available administrative settings.

  • (B) Cancellation Reasons - Click to access the full list of Cancellation reasons and create a new reason.
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Add Reason

  • (C) New - Click to create a new Cancellation reason.

  • (D) API Type dropdown - Click to select an option from the list. If an API option is selected, the (E) API ID field defaults to blank but is editable. 
  • (E) API ID - Enter the identification that corresponds to the specific API Type. If “Other” was selected as API Type, this field will be disabled.
  • (F) Description - Enter what will appear as available for user selection.
  • (G) Save - Click to save the new Cancellation reason and return to the list of existing Cancellation reasons.
  • (H)Cancel - Click to discard any changes and return to the list of existing Cancellation reasons.