Configuration and Scenarios#

Before you run the scenarios in this tutorial, review the supporting setup content:

To create a Reason, see Create Reason.
To manage the relation between a Reason and a Step, see How to: Manage the Reason-Step relation.

The following sections cover each reason type separately so the tutorial stays easy to follow.

The master data file provided with this tutorial is used to create the model and the scenarios described in this document. You can download it here: Reasons Tutorial Master Data.

Security Features#

Manage the permissions for Reasons in Administration > Security > Feature.

Info

See Features for more information.

Scenarios#

The following sections cover the scenarios for each reason type. Each scenario includes the steps to execute it, the expected results, and the analysis of the outcomes. Follow the Reason Types page for detailed information on each Reason type and its configuration.

Next page: Reason Types.