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Reason Codes are used to identify and record reasons for actions within Optimum (e.g. timesheet adjustment requests).

How do I define a reason code?

  1. Click New.

  2. Enter a unique Reason Code. This can be up to 6 characters.

  3. Enter a more meaningful Description to help you identify the code. This can be up to 30 characters.

  4. Click Save. The new code will be displayed in the Reason Codes list on the left-hand side of the screen.

Once you have defined reason codes they must be associated with analysis categories on the Analysis Categories screen.

 

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