Managing Case Reject codes

When users reject or delete a case Assigned to a third party profile related to a questionnaire sent for response, due diligence investigation, or other action., they identify the code for the rejection or deletion. See Working with case management, Reject/Close.

If you have the correct permissions, you can add, update, inactivate, or delete a Case Reject/Close Code. It typically takes a day for the new code to synchronize.

Case Reject/Close Codes examples follow.

Name	Return Status Third-party Status used for searching, for example, Active or Inactive. Approval Status is a subset of the Status. See Approval Status. Case Status used for searching, for example, Only Open Cases or Only Closed Cases.	Case Origin
01 - Incomplete Information provided in DDQ Due Diligence Questionnaire which can be sent to third parties for response. Questions can be added to a risk model to use in determining the overall risk rating for a third party.	Pending	DDQ
02 - Red Flags Revealed in DDQ	Closed	DDQ and manual
03 - Red Flags Revealed in Reference Checks	Closed	DDQ and manual
04 - Relationship w/Partner Not Desired for Business Reason	Closed	DDQ and manual
05 - Background Check not Required per our Due Diligence Policy	Closed	DDQ and manual
06 - Budget Disagreement	Closed	DDQ and manual
99 - Permanently Delete Case	Deleted	Manual

Code changes are included in Settings, Audit Log.

Update, inactivate, or delete a code

1. From your dashboard left menu or the link at the top of the page, if available, select Settings.

2. Select the Content Control tab then the Fields/List tab.

3. In the View dropdown list, select Case Reject/Close Codes.

4. Perform any of the following:

   • Select to delete a code. You cannot delete codes that have been used in a case record. You can inactivate the code so it does not display in a dropdown selection list.

   • Select to edit or control the activation of a code. On the Edit Custom Field A field is a way to input information, often a question. dialog, perform one of the following:

     • Edit the information then select Save.

     • Select the Inactive checkbox to inactivate the code then select Save.

Add a code

1. From your dashboard left menu or the link at the top of the page, if available, select Settings.

2. Select the Content Control tab then the Fields/List tab.

3. In the View dropdown list, select Case Reject/Close Codes.

4. Select the Add New button to add a new code.

   • Case Reject Code: Enter the code in the format of two digits, a hyphen, then letters and spaces, for example 07-Security Breach.

   • Return Status: Identify the status the case will convert to when the Case Reject Code is selected.
     

   Return Status	Case Status
   Pending	Active
   Closed	Closed
   Deleted	Closed
   Open	Active
   Passed	Closed
   Internal Review	Closed
   Held	Closed
   Open Sync	Active

   • Case Origin: Identify the origin of the case that the Case Reject Code will be available for:

     • DDQ: The case was automatically created by a DDQ action.
     • Manual: The case was manually created.
     • Both: The case can originate from a DDQ action or manual creation.

   • Description: Add a description of the Case Reject/Close Code.

   • Inactive: If the checkbox is selected, the code will not be available for the users to select. You can activate the code later by deselecting this checkbox.

5. Select the Save button.