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Reactivation reasons

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4 min readUpdated

Reactivation reasons

A reactivation reason is a name that staff select when they record why a relationship resumes. Administrators maintain the available names here so staff can use the approved wording when they reactivate related work.

If you need to…Go to
Check the available names and list behaviourUnderstand the list and entry form
Add or change a reasonAdd or edit a reactivation reason
Remove a reasonDelete a reactivation reason
Resolve a save or delete messageWhen saving or deleting goes wrong

Before you start

Prerequisites

  • You have permission to create, edit, or delete reasons for the action you need.
  • You have a selected saved row before you edit or delete it.
  • You are signed in to PAMS before opening the configuration route.

The available actions depend on your permissions. New requires create permission, edit access requires edit permission, and the delete menu requires delete permission. The entry form appears when a reason is selected.

Continue with Find the reactivation-reasons list when these prerequisites are in place.

Sign in before opening the configuration list

Find the reactivation-reasons list

Prerequisites

  • You are signed in to PAMS.
  • You have access to the company configuration page.

Steps

  1. Open the Reactivation reasons page from the company configuration navigation.

Result: The Reactivation reasons list opens.

Understand the list and entry form

The list provides one available field: Name. It is sortable and filterable. The same field is required when you add or edit a reason.

The following settings describe how to work with this list:

List areaWhat you can do
NameRead, sort, and filter the reason names.
List actionsAdd, edit, or delete a reason from the page.
Page navigationThe list does not use paging.
Search and layoutThe search panel and column chooser are unavailable.
HeadersColumn headers are hidden.

With the list open, continue with Add or edit a reactivation reason.

Add or edit a reactivation reason

Add a new reason or change an existing name.

Prerequisites

  • To add a reason, you have create permission.
  • To edit a reason, you have edit permission and a saved row to change.

Steps

  1. Choose the action for the record you want to maintain.

    If you want to…Select
    Add a new reasonNew
    Change an existing reasonthe row's edit control, or select the row's Name cell

    The entry popup is titled New Reactivation Reason for a new entry or Edit Reactivation Reason for an existing entry.

  2. Enter the approved reason name in Name.

  3. Select Save.

    If Name is empty, the form displays Name is required. A blank or space-only value also displays please enter a proper name.

Result: A successful save closes the popup, updates the list, and displays Data saved Successfully.

Continue with Delete a reactivation reason when a saved name is no longer needed.

Delete a reactivation reason

Deleting removes a selected reason from the list. Delete a reason when the name is no longer needed.

Prerequisites

  • You have delete permission.
  • The reason is present in the list.

Steps

  1. Open the row's delete menu.

  2. Choose the action you need.

    If you want to…Select
    Keep the reasonCancel
    Remove the reasonDelete

    The confirmation asks Are you sure you want to delete this item?.

Result: After a successful deletion, the reason is removed from the list and the page displays Data Deleted Successfully.

Continue with Handle access and row-selection variations when the available action depends on where you select the row.

Handle access and row-selection variations

The action available for a row depends on your permission and on which part of the row you select.

Prerequisites

  • You have the permission for the action you want to use.
  • The list contains the row you want to select.

Steps

  1. Select the part of the row that matches your task.

    SituationWhat the page does
    You select the Name cell while you have edit permissionOpens the reason for editing.
    You select the row's Delete optionStarts deletion instead of opening the editor.
    You lack permission for a page actionThat action does not appear.

Result: The page opens the editor only for an editable row selection; otherwise, use the action that your permissions provide.

When saving or deleting goes wrong

Use the message on screen to choose the next action.

What you seeWhat to do
Name is requiredEnter a value in Name.
please enter a proper nameEnter a name that is not blank or spaces only.
Error: Please Refresh the Page and Try Again.Refresh the page and try the operation again.
A duplicate occurred with the existing dataUse a name that is not already used.
An API-provided error description or error-code messageFollow the instruction in the returned message or contact your administrator with the exact text.

The first two messages apply when saving. The fallback and duplicate messages can appear when a save or delete request returns an error.

After maintaining a reason

After a successful save or deletion, the list reflects the change and displays the corresponding success message. The names maintained here are available for staff to record why a relationship resumes.

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Reactivation reasons — PAMS Fresh Generation