Configure utilization reason groups

Utilization reason groups are used to organize utilization reasons. Therefore, during configuration, utilization reasons are added to reason groups.

To create a grouping hierarchy, a utilization reason group can be created in a another utilization reason group. There can be up to 10 levels of groups.

Add a utilization reason group

1. On the home page, click the Utilization tile.

   The Utilization page appears and the Reasons & Groups tab should load by default.

2. Add the reason group:

   • To add a reason group at the highest level of the reason group hierarchy, in the Reasons & Groups tab, select the Utilization node in the tree.

   • To add a reason group as a child to an existing reason group, select the existing reason group in the tree.

3. Click the Add Group button.

   The Group Info pane appears.

   

4. Enter the reason group’s configuration settings:

   1. In the Description box, type the name of the reason group.

   2. Optionally, in the Spare boxes, type custom data.

5. To save the settings, click Save.

   The new reason group appears in the tree.

Edit a utilization reason group

6. On the Reasons & Groups tab, select the reason group.

   The Group Info pane appears.

7. Make your changes, then click Save to save them.

Delete a utilization reason group

• On the Reasons & Groups tab, select the reason group and then click the Delete button.

  A confirmation message appears.

To delete a reason group that contains other reason groups, you must first delete the reason groups it contains.

All reasons in a reason group are deleted when the group is deleted.