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How to add or enable a Cause

How to add or enable a cause.

Process 

1. Navigate to the Configuration Module

Open the Configuration Module within the system.
Note: Only users with Level 4 access or higher can modify causes.

2. Navigate to the Causes Menu

On the left-hand side of the screen, select the Causes menu and double-click to open it.
You will see a list of existing causes.
Only those with a checkmark in the Enabled field are currently active.

3. Enable an Existing Cause

Review the list to find the cause you want to enable.
If the cause is listed, simply tick the Enabled checkbox to activate it.

4. Add a New Cause

If the cause does not exist:

  • Click the Add button (plus symbol) at the bottom of the screen

  • A popup window will appear

  • Enter the new cause and click OK

  • Click the Refresh button to ensure the change is applied throughout the software

The cause will be added to the list, automatically enabled, and ready for use in the Relationship Matrix.