Overview: Reasons (Edify Console)

This article provides an overview of status reasons, which are configurable in Edify Console.

Overview

In Edify App, a user is able to change their status and select from a list of predefined reasons or creating one themselves if they have access to this feature.

Reasons workspace

The Reasons workspace (Account > Reasons) in Edify Console is divided into several tabs. These tabs are listed at the top of the workspace

These tabs (with the exception of “All” and “Disabled”) represent the status types associated with each reason. The “All” tab shows you all of your reasons, and the “Disabled” tab shows you all of your reasons that are disabled (not usable).

With these tabs, you can choose to view all reasons or reasons in a particular category.

Create a reason

You can click the New Reason button in the top-right corner of the Reasons workspace to create a new reason.

View and modify a reason

Click on any reason to view more detailed information about it and to modify it.

A common scenario for modifying a reason is to manage whether it’s an available reason in reporting or not. You might want a reason active in the reason list in Edify App for users to use, but you no longer want it accessible for reporting purposes. In this case, you can disable the Include in Reporting toggle to remove the reason from your user status reports.

Note: To rename a reason, disable the old reason and create a new reason with the preferred name.

Disable a reason

If you don’t want your users to be able to use a reason anymore, you can disable it.

You can also mark the reason to not be included in reporting. This means the reason won’t be included in any user status reports you make. Alternatively, you can keep disabled reasons included in reporting for historical reporting purposes.

Read more

• Create a reason (Edify Console)

• Enable or disable Custom Reason permission in Users (Edify App)

• Overview: Status (Edify App)

• Create a custom User status (Edify App)