SF-182 Reason Preferences

The SF-182 Approval/Denial Reason Preferences page enables administrators to create up to 15 common reasons for approving or denying an SF-182 request.

Note: As part of the initial setup for the SF-182 functionality, at least one approval/denial reason must be available for each user that can approve or deny SF-182 requests.

To access SF-182 Reason Preferences, go to Admin > Configuration Tools > Preferences. Then, click the Set SF-182 Reason Preferences link.

By default, "Other" is configured as a common approval and denial reason. This reason cannot be edited, deleted, or localized. This reason always appears in the Indicate Reason drop-down on the Approve/Deny SF-182 Request page.

To create a common approval or denial reason:

  1. Click Add. A blank row appears in the corresponding panel.
  2. Enter the reason in the text box. For portals with multiple languages enabled, click the Translate icon to enter localized text.

All reasons except for "Other" are inactive by default. Note: The active status of a reason is configured on the Activate Reasons tab in SF-182 Preferences.

You can edit a reason by changing the text in the text box. You can delete a reason by clicking the Trash Can icon to the right of the text box.

Overwrite Settings

Choose whether to overwrite custom settings for child division OUs. If you choose to overwrite custom settings for child division OUs, the selected settings are applied to both new and existing child OUs. Any previously customized child OUs are updated with the selected settings.

If this option is unselected, then only the child OUs that do not have customized settings will be updated, as well as any OUs that are added in the future.

A child OU that has not been customized always inherits from the parent, regardless of whether this option is selected.

An OU is considered customized if its preferences or settings have been changed.

Once all preferences are set, click Save. Preference settings are not saved unless you click Save. This returns you to the Preferences page.