Defining reason codes for work

Work codes are codes that you assign to a work item in the Work List window. You must define the work code to use them in the Work List window.

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  1. On the top bar, click System Options > System Settings.
  2. In the left pane of the System Settings dialog box, click Reason Codes. This opens the Reason Codes panel on the right.
  3. From the Select menu to edit list, select Work Reason Codes. A default and untitled reason code item is displayed under a root node in the container below Select menu to edit list.

    You can add a singular work reason code or create a group and add a set of work reason codes in that group. Reason codes having similar or related characteristics are organized together in one group. Make sure that the labels given to the group are easy to understand the group activity.

  4. To add a group, perform the following steps:
    1. Click the Add Reason Group button at the bottom of the Reason Codes panel. This adds an untitled group node in the container below Select menu to edit list.
    2. Select the untitled node and type the group name. The group node gets labeled with the name you type.
    3. Follow step 5 to add reason codes to the group.
  5. To add a solitary reason code, perform the following steps:
    1. Select the node under which you want to add a reason code. This node may be the root node or a group node.
    2. Click the Add Reason Code button. This adds an untitled reason code item under the selected node.
    3. Select the untitled reason code item and rename it. The reason code name replaces the default name of the reason code item.
    4. Repeat step 5 to add as many singular reason codes you want to.
  6. Click OK to save your settings.

    Work codes created using the above procedure are displayed when you click the Work Code icon on an active call on the Work List window. You can choose the appropriate code to assign during the active call. If you have not created any work code, the Work Code icon remains disabled during an active call.

    NoteNote

    If Central Management is used, reason codes can be defined only from Central Management. You will not be able to edit from Avaya one-X Agent application.

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Example

Related information
Reason Codes panel field descriptions