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When your product is not proceeding for any reason, eKeeper allows you to set a 'Case Abandon Reason' against your product. This allows you to record a reason for the case not proceeding. Additionally when abandoning a case you can automatically move the case to a different stage.
Setting up a new Case Abandon Reason
To begin find the 'system Settings' button that appears in your top navigation bar.
Figure 1 - Top Navigation Bar
You should now see the system settings screen, find the 'product setup' section on the left hand side and click the 'Case Abandon Reasons' link in that section
Figure 2 - System settings - Product Setup section
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You should now see a list of case abandon reasons that are already configured in your system (figure 3 below).
Figure 3 - Case Abandon Reasons List
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If you would like your products to move to a particular stage when selecting this abandon reason, set the 'Move to Stage on case abandoned' drop down box to the desired stage.
Figure 5 - New Case abandon Reason
Once you are finished click the 'Save Case Abandoned Reason' button in the bottom navigation bar.
Figure 6 - Bottom navigation bar
Using a case abandon reason
Once you have a list of case abandon reasons to choose from you can start using them against your products.
To begin open your case and find the product you wish to abandon by clicking on the tabs that appears beneath your applicants on your case.
Figure 7 - Case page
Once the product has loaded look for the Application Details Panel.
Figure 8 - Application Details Panel
Within this panel there is a check box called 'Case abandoned', check this box to continue.
Figure 9 - Application Details Panel - Case Abandon displayed
To utilise your case abandon reason list, add the abandon date and then use the 'case abandoned reason' drop down box to select a reason. Add some text if appropriate and click 'save' on your bottom navigation bar. (See Figures 10 and 11)
Figure 10 - Case Abandon Reason filled out