Client Configurations: Configure Closure Reasons

Client Configurations: Configure Closure Reasons

1. To configure closure reasons, go to the Main Menu (green button in the upper right hand corner) and select Configurations.

2. Scroll down to the Meal section and select Closure Reason.

3. On the Closure Reasons Index screen, you will see a list of your currently configured closure reasons.

4. You can edit these closure reasons by clicking on the drop down to the right of the reason and selecting

5. Edit the Closure Reason Name and then click Save (to the right of the closure reason).

6. To Delete a closure reason, click the drop down to the right of the closure reason and select delete.

7. Confirm that you want to delete the closure reason by clicking OK. Closure Reasons cannot be deleted if they have been used on any client records.

8. To Add a new closure reason to the list, type a term or phrase into the Closure Reason Name box and then click the Add

Save